<< BACK TO TEAM PAGE
Jim Barkley
Investment Adviser Representative
OFFICE: 770-519-0269

MOBILE: 770-519-0369


SERVICE AREA:
Georgia
OFFICE LOCATION
PO Box 1631
Jasper, GA 30143


HOURS
By Appointment
CONNECT WITH ME:
Welcome

Hello and welcome.  I believe everyone's economic situation is unique, and I keep that in mind when providing income distribution or wealth transfer advice.  Personalized service is essential when matching clients with the right financial security products and services.  As a wealth distribution specialist, I am dedicated to learning about one's personal goals.  I will then use them to build a retirement or post retirement plan that is in sync with the client's objectives.

Areas of Focus

Cited on ABC, CBS, CNN, Fox, NBC and Wall Street Select, I focus on the complexities of wealth distribution.  I show clients how to free their IRAs from "tax-prison".  Helped develop a comprehensive software program for calculating the income savings and for the enhanced inheritance benefits of converting a traditional IRA to a ROTH IRA without any out-of-pocket outlay for the taxes due on the transaction.

Interests & Community Participation

I enjoy spending time with my wife Jami and my two step-daughters.  I have two sons and one "beautiful" grand daughter.  When not helping my many clients, I am either rooting on my favorite sports teams or traveling to the Bahamas or Las Vegas.

Experience
  • Teacher in Broward County Florida.  Taught middle school and coached basketball, football and track
  • 43 year career in the financial services industry, where I made a name for myself as a strategic thinker and motivational leader.  I have delivered industry leading results by driving company growth through concept roll outs and strategic market planning.
  • In 2012 I received a Registered Investment Advisor status.  Opened a second company, Alliance Wealth Management to further work for the "Best Interest" of my clients.
Education
  • B.S. in Education from Concordia Teachers College, Seward, Nebraska.  Major: History, Minor: German.
  • 69 quarter hours of business and accounting necessary for the CPA exam in Florida.  Attented Florida Atlantic University in Boca Raton, Florida.

 

Royal Fund Management Office
MARKETWATCH
REQUEST CONTACT

Yes, I would like Jim Barkley to contact me.

*All Fields Required


Notice: Undefined variable: first_nameError in /home/royalfun/public_html/wp-content/themes/rfm/iar-request-contact-form.php on line 278

Notice: Undefined variable: iar_nameError in /home/royalfun/public_html/wp-content/themes/rfm/iar-request-contact-form.php on line 287

Notice: Undefined variable: street_addressError in /home/royalfun/public_html/wp-content/themes/rfm/iar-request-contact-form.php on line 298

Notice: Undefined variable: cityError in /home/royalfun/public_html/wp-content/themes/rfm/iar-request-contact-form.php on line 309

Notice: Undefined variable: stateError in /home/royalfun/public_html/wp-content/themes/rfm/iar-request-contact-form.php on line 372

Notice: Undefined variable: zipError in /home/royalfun/public_html/wp-content/themes/rfm/iar-request-contact-form.php on line 381

Notice: Undefined variable: emailError in /home/royalfun/public_html/wp-content/themes/rfm/iar-request-contact-form.php on line 392

Notice: Undefined variable: phoneError in /home/royalfun/public_html/wp-content/themes/rfm/iar-request-contact-form.php on line 401

Notice: Undefined variable: special_notesError in /home/royalfun/public_html/wp-content/themes/rfm/iar-request-contact-form.php on line 441

We respect your privacy. By submitting the information above, you consent to Royal Fund Management using the information you provide only to communicate with you and to provide information about our services.

By meeting, you're under no obligation to purchase products and services from Royal Fund Management, LLC.