Broker Check
Jim  Malmstrom

Jim Malmstrom

Partner – Investment Manager

I have been helping my clients address their financial concerns for more than four decades. With the knowledge and experience I have gained throughout my career, I am qualified to guide clients through any type of market environment with comprehensive goal-based investment planning.

I am enthusiastic about understanding my clients’ goals and working to achieve those goals. I focus on developing customized investment plans to suit the specific needs of affluent pre-retirees and retirees.

I spent 15 years with Wells Fargo Advisors where I completed advanced education programs and earned the Fundamental Choice Portfolio Manager designation. Prior to Wells Fargo, I spent 25 years with UBS/Paine Webber.  I’ve also been named a New Jersey Five Star Wealth Manager for the sixth time in 2023.

Me and my wife Emy have spent our entire adult lives at the Jersey Shore.  I have enjoyed coaching youth basketball and soccer.  We have three adult children and five (!) grandchildren.