James D. Kersey

James D. Kersey

CLU, ChFC, RHU, REBC
CA License #: 0590787

Jim is a licensed financial professional and the owner of Lighthouse Financial & Tax. Opening his practice in 1980, he has helped individuals and families prepare for and enjoy retirement for over 39 years. Jim holds four designations from the American College including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Registered Health Underwriter (RHU), and Registered Employee Benefit Consultant (REBC). He also holds the series 6, 63 & 65 registrations, which allows him to actively manage his clients’ assets.

As a Fiduciary*, he prides himself on his integrity with clients, his company, and his employees. He is highly educated in finance, estate, retirement, and tax planning**, and has been featured on the KFBK radio station, local newspapers, and on the web for financial advising.

Jim has been married to his sweetheart Carri since 1988. Together, they have five children and three grandchildren. Jim is deeply involved in the community, where he serves as a Boy Scouts of America Scout Master and enjoys vacationing, the outdoors, and spending time with his loved ones.

*In his role as an investment advisor representative he acts in a fiduciary capacity for his client. As a registered representative his role is a suitability broker.

**Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Lighthouse Financial & Tax and JWC/JWCA are unaffiliated entities.

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