My Qualifications

Jim Ardissono, CFP®

 

Registrations and Licenses:

  • Series 7, Series 8, Series 63, Series 65, Life & Health Insurance, Long Term Care Insurance and Annuities.

Certifications:

  • CERTIFIED FINANCIAL PLANNER ((TM)

Education:

  • University of Nebraska, Kearney, Bachelor of Science, Double Major:  Economics & Business Administration

Experience:

  • ARDISSONO Wealth Management, Wells Fargo Advisors Financial Network = Present-April 9th, 2009
  • Smith Barney = April 9th, 2009-August 31st, 2001
  • Piper Jaffray = August 31st, 2001-November 26th, 1994
  • Norwest Financial turned into Wells Fargo Financial = November 26th, 1994-October 17th, 1977

Awards:

  • 2012 Five Star Wealth Manager Award*

*2012 Survey conducted by Five Star Professional, an independent third-party research firm, who received13,400 nominations among all wealth managers in the Seattle area from peers or firms and evaluated the nominees based on 10 objective criteria including client retention rates, client assets administered, firm review and favorable regulatory and complaint history. Five were named 2012 Five Star Wealth Managers which represents less than 7% of the total wealth managers in the area. The Five Star award is not indicative of the wealth manager's future performance. For more information: www.fivestarprofessional.com/2012/research.php.