Mrfc Jim Harris

Wealth Management President & Regional Director Georgia & South Carolina at Money Concepts

Jim Harris, MRFC, has over 30 years of experience in the financial services industry. Jim started working at Money Concepts Wealth Management in Marietta, Georgia in 2004 as a Financial Planner & Wealth Manager. In addition, they became the President of the East Cobb Business Association in 2015 and has served on its Leadership Board since then. Jim is currently the Wealth Management President & Regional Director for Money Concepts Wealth Management & Financial Planning, where they provide comprehensive planning and wealth management services.

Jim Harris, MRFC, completed their education at Florida Southern College from 1981 to 1984. Jim earned a Bachelor of Science degree in Finance & Marketing during this time. Before that, Jim attended Gallia Academy High School from 1976 to 1979, where they obtained a diploma in College Prep.

In addition to their educational background, Jim has achieved several certifications. Jim obtained the Master Register Financial Consultant (MRFC) certification from the International Association of Registered Financial Consultants in February 2018. Prior to that, in May 2012, they earned the Registered Financial Consultant (RFC) certification from the same institution.

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Timeline

  • Wealth Management President & Regional Director Georgia & South Carolina

    February, 2004 - present