Meet Your TEAM

JIM R. CLARKE

Partner | Financial Advisor

JIM R. CLARKE, AIF

Jim has been reducing client anxieties about the markets through financial planning, strong relationships, and championing independence since 1995. He loves the outdoors and reading.

Credentials

Experience

  • Over 25 years in the financial services industry
  • Vice President, Financial Consultant – D.A. Davidson & Co. – Edmonds, WA
  • Financial Advisor – A.G. Edwards – Edmonds, WA

Education

  • Bachelor of Arts Degree in Business Administration, Concentration in Finance – University of Washington

Securities Registrations & Credentials

  • Series 63 Uniform Securities Agent State Law held through LPL Financial
  • Series 65 Uniform Investment Adviser Law held through Financial Advocates Investment
  • Management
  • Series 7 General Securities Representative held through LPL Financial 

Meet Your Team

Let’s talk.

Your wealth management journey begins with a conversation. Give us a call at (425) 312-6460 or fill out the form to get started today.

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Snow on the mountains in Olympic National Park