Instructor Biography

Printer Friendly
Text Size: A A A A
back

 

James M. Harris III, CFP®, CIMA®

Senior Vice President - Investments
Harris Financial Strategies Group of Wells Fargo Advisors

James M. Harris, III (Jay) has been providing comprehensive, holistic advice since 1990. His focus is on the private family-held business and the families that run them. Jay has deep knowledge in the area of succession planning for family-held businesses. He has a clearly defined, disciplined and repeatable investment process with services in the areas of Trust and
Estate Planning Strategies, Philanthropic Advisory, Private Company Advisory, Family Wealth
Stewardship, Next Generation Education, Insurance Advisory, and Concentrated Holdings Strategies. Jay’s team provides advocacy and assistance to 401(k) plan design and implementation, taking an unbiased approach. His team’s job is to proactively do all that they can to help ensure the needs of the plan are met and to effectively communicate how employees can benefit by fully participating in the retirement plan. Jay is both a Certified Financial Planner™ and a Certified Investment Management Analyst®, designations that allow him the skills and strategies to guide clients through complex financial challenges and wealth management decisions.