Jim Fereday

Jim Fereday

Financial Advisor

Jim has worked all 25 years of his career in the Investment and Financial Services industry. His Investment experience began in New York City working for JP Morgan Chase and has been focused on Personal Financial Management ever since. Jim focuses on retirement planning by creating detailed, diversified investment portfolios with client's risk level always considered.

Jim graduated with BBA's in Marketing & International Business from Baylor University, has a series 7, 63 and Group One Licenses.

Jim strengths include developing customized portfolios for your family and  incorporating money management strategies around spending and saving that can dramatically affect your financial standing.

Area of Expertise:
- Jim has focused specifically on working with families on their financial planning for the last ten years strives simplify complex investments strategies into simple stories his clients can understand and identify with.
- Prior to joining SilverOak Financial Group Jim had ten years of experience working for several top tier Mutual Fund/ETF firms. 

Certifications & Licenses Held:
- Lifetime Series 7, Series 63, and Group 1

Civic Involvement:
- Jim has taught Sunday School at his church for 9 years and recently has spent time working with young families on getting off on the right start financially.

Interests:
- Jim is a wicked movie expert and will gladly use a reference from 80's or 90's movies to drive home a point. He also enjoys working out and running and has completed 26 half marathons as of this date. Jim lives in Katy with his two children and lives close to his parents who are great back up babysitters if anyone needs one.

Phone (713) 830-6334