Jim Fereday

Jim Fereday

Financial Advisor

Phone: (713) 830-6334
E-mail:
 

Initial Year in Industry 
1995

Areas of Specialty

Wealth management, Investment Management, Financial Planning, Alternative Investments & Life Insurance 

Licenses Held 

Series 7, Series 66, Group 1, Chartered Retirement Planning Counselor

Civic involvement 
Sunday School teacher, Habitat for Humanity

Interests 
Half-Marathons, Movies, Travel and any Pittsburgh sports teams.

Background Summary 
Started in the financial services industry in 1995 with Chase Bank in New York City. He has been a licensed financial advisor since 1998 and believes that balancing disciplined spending habits with intelligent investment strategies is the key to financial well-being. Jim resides in Katy with his two children. Graduated from Baylor University with BBA's in Marketing and International Business.