Jim Jones, LPL Wealth Advisor
jtj@iwmpartners.com

Jim Jones has been a Professional Financial Advisor for over 39 years. He is a graduate of Trinity College, CT as well as an officer in the USAF. He first entered into the financial services and sales back in 1976. In 1986, he and three partners founded the TriEqua Group focusing on providing financial services and advise to privately owned businesses. Jim specializes in tax and financial planning and in addition has experience assisting in the design and servicing retirement plans including 401(k), profit sharing and other plans designed specifically for owner benefits. His clients also benefit from his experience in estate planning, legacy trusts, business succession and wealth transfer planning.

As a resident of Laguna Beach for over 42 years, Jim is active in community service, youth sports and has been  a trustee for the Laguna Beach Schoolpower Endowment, acting as Chairman of the Endowment Investment Committee for the last 12 years.