Broker Check
Jim Eckley

Jim Eckley

Financial Advisor, RICP®

Jim is our “social animal!” He loves being active in the community and is comfortable in front of a big crowd. If we are looking for a great place to grab a bite to eat, he's always got amazing suggestions.  It's like having our own personal Yelp® in the office.

What we most admire, though, is his ability to connect one-on-one… he really listens. His philosophy is to “listen first then figure out a path forward,” asking questions and finding clarity before offering advice.

Bonus fact: Jim loves music! He is a live jazz aficionado and supports local artists at venues around Ventura County.

When he’s not at work: he can be found cheering for his Ohio State Buckeyes or taking part in community events such as the California Jazz & Wine Fest (he’s a founding member!).