Ethos Financial Group, LLC
Jim Behr is a Wealth Advisor at Ethos Financial Group, LLC since March 2024, focusing on collaborative financial management tailored to clients' unique needs. Previously, Jim served as an Investment Advisor Representative at Blue Bell Private Wealth Management from October 2015 to March 2024, holding a Series 65 license and aiding clients in retirement savings and investment management. Additionally, Jim contributed to the company as an Associate from January 2013 to August 2014, assisting the investment team with analysis of financial instruments. Jim also volunteered as an Assistant Rowing Coach and Development Associate at La Salle College High School from September 2012 to February 2020. Jim holds a Bachelor’s degree in Supply Chain and Entrepreneurship & Emerging Enterprise from Syracuse University, achieved in 2012.
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Ethos Financial Group, LLC
Ethos Financial Group is an investment management, financial planning and wealth advisory firm serving individuals, family offices, and other institutional investors. At the core of Ethos are sound processes and dedicated people. Our practice is designed around tailored service and a driving desire to make a difference in the lives of those we work with. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Our advisers and managers come from diverse industry backgrounds, with unique experiences, that translates into a one-of-a-kind experience for our clients.