Jim Behr Jr.

Jim Behr Jr.

Financial Advisor

Jim helps families and business owners streamline their complicated finances with transparent and efficient solutions to help them understand their investments and finances. He previously spent 11 years working with an RIA headquartered in the Philadelphia suburbs guiding individuals and organizations to achieve their financial goals through investment management, financial planning, tax planning, and more. Jim takes a proactive approach to wealth management utilizing technology to analyze clients’ unique financial situation and align their wealth with their goals. Jim is also FINRA Series 65 licensed.

Jim is a Philadelphia area native and graduate of Syracuse University & LaSalle College High School. He currently resides with his wife and family in Mount Pleasant, SC just outside of Charleston.