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Jim Edwards, AIF®Principal, Financial Advisor

  • 600 Hamilton Street, Suite 900
    Allentown, PA 18101
  • 610.865.2600
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Jim serves as a principal, financial advisor with over 18 years of experience and is responsible for leading his team and providing retirement plan advisory services to corporate fiduciaries. His expertise covers fiduciary process, investment management, plan design, participant engagement, and vendor oversight. Jim holds the designation of Accredited Investment Fiduciary (AIF®) from the Center for Fiduciary Studies. He earned a Bachelor of Science degree in accounting from King’s College.

EDUCATION

  • Bachelor of Science degree in accounting from King’s College

INDUSTRY DESIGNATIONS

  • Accredited Investment Fiduciary (AIF®)

MEMBERSHIPS

  • Finance Committee and the Board of Trustees for The Hillside School 

 INDUSTRY INVOLVEMENT

  • Financial advisor counsel for New York Life Retirement Services
  • Served as counsel to Prudential Retirement Services

AWARDS AND RECOGNITION

  • 2018 Financial Times 401 Top Retirement Plan Advisor
  • 2018 Barron's Top 50 Institutional Consultants