Primary Job Title Founder Primary Organization LDIntelligence
Location Scottsdale, Arizona, United States Regions Greater Phoenix Area, Western US Gender Male
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Jim has been involved in the Investment Management Consulting Advisory business since 1987. Jim is the Founder and Managing Director of Intelligence Driven Advisers (IDAdvisers), and the Founder and Chairman of LDIntelligence LLC, managing its two subsidiaries: IDAdvisers and LDI MAP (an innovative 401k QDIA / Management Account Program). He
began his career with E.F. Hutton’s Consulting Group, which today is Morgan Stanley Graystone Institutional Consulting. Jim graduated with a Bachelor of Science degree in management-administration and marketing from Indiana University Bloomington.. Jim began conceptual development of iJoin MAP (Managed Account Program) as a 401k QDIA strategy with Dr. Frank Sortino at the Pension Research Institute in 2007.
Jim earned the Certified Investment Management Analyst (CIMA) designation in 1997, and the Investment Strategist Certification, both offered by the Investment & Wealth Institute, formerly IMCA, through the Wharton Business School, University of Pennsylvania. In 2012 Jim attended The Retirement Advisor University (TRAU), a collaboration with UCLA Anderson School of Management Executive Education to complete the Certified 401(k) Professional (C(k)P™) program and is an Adjunct Lecturer for TRAU’s Plan Sponsor University. Jim serves on the National Association of Plan Advisors (NAPA) Government Affairs Committee. Jim also completed the American Indian Policy Institute Tribal Financial Management Certification (TFMC) program at Arizona State University. In 2013 Jim also obtained the Global Fiduciary Strategist (GFS©) designation awarded by 3ethos and the Thunderbird Graduate School of Global Management.
Jim has had several articles published and contributed to several books about advanced portfolio construction and fiduciaries responsibility. Jim serves on the Help in Healing Foundation at Mayo Clinic Village.
