Jim has been the owner and President of BestVest since 1999. His experience in the securities industry dates back to 1981 and includes over 35 years in broker-dealer management, institutional and retail financial advisory services, credit union member investment services, portfolio management, principal trading and regulatory examinations. He holds numerous principal and registered representative licenses, insurance licenses and is a Certified Public Accountant in PA. Jim is a past president (1999) and current member of the Philadelphia Securities Association. He also serves as a Board Member of a credit union. Jim is a graduate of St. Joseph’s University.