Jim Funk

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About Jim Funk

With over 25 years of industry experience, Jim is a fee-only financial advisor specializing in wealth management, financial planning, and investment management for affluent individuals, families, business owners, and retirees. As a CERTIFIED FINANCIAL PLANNER(tm), Jim takes a comprehensive approach when developing custom solutions for clients, utilizing both traditional and alternative asset classes, to create intelligent solutions that enable his clients to achieve their short and long-term financial goals.

See Disclosures

General Information

No. of Employees

100-499

CRD#

4140260

Firm CRD#

302050

Name of Custodial Firm

Charles Schwab

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

He earned his BA from the University of Tennessee, graduating Magna Cum Laude, and is a veteran of the U.S. Army Infantry, where he served for nine years.

Jim joined Farther in 2024 and was most recently a Director at Lakeview Capital Partners in Atlanta, GA. He began his career at Salomon Smith Barney.

Jim enjoys shooting sports and supporting the University of Tennessee athletic programs. He lives in Mableton, Georgia with his wife and daughter and two dogs.

Work with the following types of clients

Pre-Retirees and Retirees, Non-Profit Organizations, Individual Investors, Businesses

Advisory Services Provided

Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management

Compliance

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 7, Series 65, Series 63

Firm Information

Assets Managed by Firm

$13B

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$250K+

Compensation Methods

Flat Fee

Education

Bachelor of Arts - Political Science

University of Tennessee
08/22/1992 -05/25/1995

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1893631/paladinregistry-Farther-Finance-detailed-disclosure.html

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Paladin Research Report For:

Farther Finance