Jim is a native Houstonian, and co-founder of Bay Area Private Wealth Group with his partner, Mark Cavazos, with a goal of creating a firm driven by our deep commitment to our clients’ needs, goals, and dreams. Establishing a relationship of reliance and trust with your investment advisor is a vital ingredient to financial peace of mind. We are doing our life’s work and loving it with passion!
After graduating from McCoy College of Business at Texas State University in 2003 he joined Equitable as a Financial Advisor in 2005. In addition to working with high net worth clients, Jim has been serving the financial planning needs of individuals, families and business owners with all aspects of their financial lives, such as retirement planning, education planning, charitable giving, and investment management. Jim holds the Series 7 General Securities registration, the Series 66 Uniform Combined State Law registration, the Series 24 General Securities Principal registration and a Life, Accident & Health and HMO Insurance License.
Jim combines personal attention, commitment of value, years of investment experience, integrity and transparency to his clients. His motivation comes from the desire to empower clients to be in control of their own decisions and become money savvy in their financial decisions.
Beyond working with Bay Area Private Wealth Group, Jim enjoys volunteering with the Space Center Rotary Club, traveling, camping, surfing and generally anything that involves the outdoors. Growing up in Pasadena, TX, he met his wife of over 13 years, and they have 2 wonderful boys.