Jim Franklin

Jim Franklin, CRPC®, has a diverse work experience in the financial industry. Jim started their career as a Financial Advisor at Ameriprise Financial Services, Inc. in 1990 and later moved to Bank of America Investments, where they successfully developed a practice and grew sales and assets under management. In 1993, they joined GE Capital as a Regional Vice President, and from 1997 to 2014, they worked at MetLife as a Regional Vice President, specializing in variable and indexed annuities. Jim then joined Transamerica in 2014 and served as a Regional Vice President until 2017. After that, they worked at ICON Advisers, Inc. as a Regional Vice President, focusing on tactical allocation and strategy-based portfolios. Since 2019, they have been working at Symetra as a Regional Vice President, where they partner with financial advisors to provide strategies for growth, protection, and income.

Jim Franklin, CRPC®, holds an MBA degree in Management/Financial Planning from The University of Dallas. Further education details are not provided.