Jim has been in the financial services arena for over 20 years. Jim’s practice specializes on retirement planning*, estate planning**, business exit planning and comprehensive financial planning* for individuals and business owners.

Through study and education, Jim has earned several designations related to the financial services industry. These include Chartered Financial Consultant (ChFC); Chartered Life Underwriter (CLU); Certified Senior Advisor (CSA), Certified in Long Term Care (CLTC) and Registered Financial Consultant (RFC).

Jim is a member of the Financial Planning Association (FPA), the Salt Lake Estate Planning Council, the Society of Financial Service Professionals and the National Association of Insurance and Financial Advisors.

Jim can be contacted at 801-453-2260 or via email at jamescardall@finsvcs.com.

Licenses/Designations:

Licensed in New Mexico and Utah

FINRA Series 26 - Investment/Variable Principal
FINRA Series 6 - General Securities
FINRA Series 63 - Uniform Securities Agent
FINRA Series 65 - Investment Advisor Law


*Jim is a Registered Representative and Investment Advisor Representative of, and offers securities, investment advisory, and financial planning services through, MML Investors Services, Inc.

** Estate planning is accomplished by working in conjunction with the client’s tax and legal advisors.