Jim Schofer, CIMA®, is a seasoned financial services professional currently serving as VP, Head of Fixed Income SMAs at Fidelity Investments. With a background in investment product management, development, and marketing across various broker/dealer channels, Jim has held roles such as Director of Product Management at Fidelity and Vice President/Product Manager at JPMorgan Chase. Previously, Jim worked as a Senior Advisory Services Consultant at Mutual Service Corporation from 2000 to 2008 and earned a BS in Business/Finance from Liberty University between 1989 and 1993. Jim is a CIMA® designee and holds several relevant certifications including Series 7, 24, 63, and 65.
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