Jim Fereday
CRPC, Financial Advisor
Jim Fereday brings 12 years of investment experience to his current role as Financial Advisor for Dagley Insurance and Financial Services, including 5 years with Chase Personal Financial Management in New York City. Mr. Fereday is responsible for Financial Planning, Investment Sales and Life Insurance product lines under the Dagley Financial umbrella. Jim has been a member of IMCA (Investment Management Consultants Association) since 2003 and holds the highly respected titles of CIMA (Certified Investment Management Analyst) and CRPC (Certified Retirement Planning Counselor.) He also has his Series 7, 63, 66 investment licenses along with the Texas Life & Health Insurance License. Finally, Jim is a well-known public speaker on timely investment topics and has an expertise on making difficult economic ideas simple and entertaining so clients can take advantage of current economic conditions in their investment portfolios. Jim is available as a guest speaker for organizational events looking to learn about the economy, investment opportunities and all the while being entertained through humor. Mr. Fereday received Bachelors of Business Administration in both Marketing and International Business from Baylor University in Waco, TX in 1995.
