Jim Baer
Jim Baer, CFP® Senior Vice-President
"In order to succeed, you first must not fail." - Jim Baer

Jim Baer, CFP® Senior Vice-President, Jackson/Roskelley Wealth Advisors

Jim Baer, Senior Vice-President of Jackson/Roskelley Wealth Advisors, Inc. has over 45 years of experience in the financial services profession. A native of York, Nebraska, Jim graduated from the University of Nebraska with a degree in Business and Finance. He has attended many advanced financial services training seminars and has regularly conducted educational seminars on various investment and insurance topics. Jim has also published a weekly column for a local newspaper for several years.

Jim attained the professional certification of Certified Financial Planner™ PROFESSIONAL in 1988 and is a registered representative as well as being licensed for life and health related insurances.

He has been involved in numerous civic and fraternal organizations and has served as an officer and board of director of groups such as Rotary club and Chamber of Commerce. He is currently a member of Masons, Scottish Rite, Shriners and Torreon Golf Club. He and his wife Phyllis enjoy golf, music, and traveling.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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Contact Jackson/Roskelley Wealth Advisors, Inc. We respond to all inquiries within 48 hours.

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