Jim Ian, AIF®, CASL®
Managing Partner | Wealth Management Advisor
AR Insurance License # 2321210
CA Insurance License # 0K77107
Jim joined Barnum in 2004 with a vision to establish a comprehensive financial planning practice. With over 25 years of industry experience, he specializes in a holistic approach to asset management, financial planning, and wealth transfer strategies.
Jim is also a Transition Solutions Specialist* within Barnum Financial Group. Aiming to expand financial wellness, the firm formed an alliance with MetLife’s award-winning financial programs. When employees experience a change in their group life insurance benefits, Jim assists with important, time-sensitive decisions regarding their coverage options. In addition, he provides comprehensive financial advice, such as when to begin taking social security and how to optimize retirement plan distributions. Jim specializes in working with families and individuals who are going through a financial transition and are seeking guidance.
Outside the office, Jim is active in the community, teaching financial wellness and retirement planning classes at major corporations across the tri-state area. He has a talent for simplifying complex strategies for individuals and families. Additionally, he spent more than eight years co-hosting Connecticut's top financial talk show, Smart Money Radio. A proud graduate of the University of Dayton, Jim lives in Guilford with his wife, Dana, their two sons, Ben and Will, and their two dogs.
*MetLife administers the Transition Solutions program and has arranged to have specially trained third-party financial professionals to offer financial education. The financial professionals providing financial education are not affiliated with MetLife but are providing the program under a service provider contract.
Third party financial professionals provide securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.sipc.org. 6 Corporate Drive, Shelton, CT 06484; Tel 203-513-6000. MML Investors Services LLC., is not affiliated with MetLife. MMLIS is not affiliated affiliated with MetLife Consumer Services or any of its affiliates.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT