A complete list of active advisors currently associated with Jim Earl Financial

Warmer can help you find a great advisor at Jim Earl Financial or one who fits your needs even better.

Jim Earl Financial is an independent, state‑registered advisory firm that provides discretionary portfolio management and financial planning primarily for individuals and employee groups. As of March 30, 2026 the firm manages 26 discretionary accounts totaling about $1.01 million, and offers retirement and tax planning, budgeting, risk‑management advice, and written financial plans including college‑funding guidance. The firm implements client strategies primarily through mutual funds and third‑party managed fund platforms, using Orion Portfolio Solutions and Aspire Financial to access vetted investment strategists. Recommendations are informed by an initial risk‑tolerance questionnaire, ongoing quantitative and qualitative due diligence on strategists, and quarterly portfolio reviews with the ability to rebalance under discretionary authority; clients may also request restrictions such as socially responsible screens. What is atypical for a solo independent adviser is the firm’s active insurance and ancillary business: it is licensed to sell commission insurance products, markets those products through multiple insurance marketing agencies, and commonly recommends fixed and fixed‑index annuities that generate commissions. The firm also works with employee groups (including school‑district employees through the Aspire platform) and offers college planning services, reflecting a mix of retail and non‑retail client relationships and revenue sources not common among similarly sized single‑advisor firms.

To learn more about the advisors currently working at Jim Earl Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.