James Blair Iv

Partner at Moneta Group

With over thirty years of experience serving institutional and individual needs, Jim Blair is a tenured Partner at Moneta Group with one of the most successful practices in the industry.

Jim earned his B.S. in Business Administration from Southern Methodist University in 1983. He is a six-time Top 100 Advisor as ranked by Worth Magazine, a three-time Top 100 Independent Advisor for Barron’s, and is consistently ranked as a FIVE STAR? Wealth Manager. When working with clients, Jim strives to serve as his clients’ advocate by focusing on their individual goals and objectives and making recommendations accordingly.

Timeline

  • Partner

    Current role

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