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Jim Dishman, CFP®, ChFC®, CRPC®, RICP®

Jim Dishman, CFP®, ChFC®, CRPC®, RICP®

Financial Advisor

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location of Jim Dishman, CFP®, ChFC®, CRPC®, RICP®Salt Lake City, Utah, United States

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  • Timeline

  • About me

    Wealth Manager at Raymond James

  • Education

    • Brigham Young University

      1985 - 1991
      B.S. Business Management

      Activities and Societies: President, BYU Marketing Association Graduated with University Honors

  • Experience

    • The MONY Group

      Jan 1992 - Dec 1999
      Financial Advisor

      Retirement Planning and Investments

    • Merrill Lynch

      Dec 1999 - May 2005
      Financial Advisor

      Wealth Management, Retirement Planning and Investments

    • Raymond James

      May 2005 - now
      Wealth Manager

      Wealth Management, Retirement Planning and Investments; Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.

  • Licenses & Certifications

    • CERTIFIED FINANCIAL PLANNER™

      Certified Financial Planner Board of Standards, Inc.
      Sept 1995

    • Chartered Financial Consultant®

      The American College of Financial Services
      Jan 1994

    • Chartered Retirement Planning Counselor SM

      College for Financial Planning
      Jan 2007

    • Retirement Income Certified Professional®

      The American College of Financial Services
      Jan 2015