Broker Check
Jim Willson

Jim Willson

Business Development Consultant

Celebrating his 25th anniversary in the Financial Services industry, Jim brings a holistic approach when working with individuals and small businesses to achieve their financial goals.   With a focus on wealth protection and income planning, Jim recognizes that each client requires a unique roadmap to help them navigate their personal journey to a successful retirement.

Strong personal relationships are the backbone of his business always maintaining a collaborative approach to ensure that he and his clients are always “on the same page” when making decisions about their financial future. 

Jim is a graduate of Santa Clara University with a BS in Political Science and minor in Communication.  He began his career in Financial Services in 1998 with J.C. Bradford & Co. based in Nashville, TN before moving back to Northern California.

Registrations and Licenses:

  • Series 7
  • Series 63
  • Accident & Health or Sickness
  • Life
  • Variable Life & Variable Annuity


Jim lives in Granite Bay, CA with his wife Michelle and their two daughters, Kayla and Addison.  Between the girls’ athletic schedules and their energetic Labrador Retrievers (Archie & Finley), the Willson’s are a busy family.  When they do have some down time they enjoy relaxing at the beach or watching sports.