Jim A. Spina

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Profile

Mr. Jim A.
Spina is a Principal at Gamble Jones Investment Counsel.
Mr. Spina joined Gamble, Jones, Morphy & Bent in 2003.
He was previously with Woodbury Financial Services from 1991 until 2003 serving as Regional and Branch Manager.
He formed Spina Financial Services in 2002 and is still their founder.
He was Regional & Branch Manager of Woodbury Financial Services, Inc. from 1991-2003.
Mr. Spina received a BA from the University of San Diego in 1989.

Former positions of Jim A. Spina

Companies	Position	End
Woodbury Financial Services, Inc. Woodbury Financial Services, Inc. Investment ManagersFinance Woodbury Financial Services, Inc. (WFS) is a SEC-registered investment advisor headquartered in Oakdale, Minnesota. The firm was founded in 1997 and is a subsidiary of Advisor Group, Inc., ultimately owned by Advisor Group Holdings, Inc. WFS provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, and corporations and other business entities.	Corporate Officer/Principal	2002-12-31
Gamble Jones Investment Counsel Gamble Jones Investment Counsel Investment ManagersFinance Gamble Jones Investment Counsel (GJIC) is a SEC-registered investment advisor and wealth management firm headquartered in Pasadena, California. The firm was founded by Jim Gamble in 1956 as Gamble, Jones, Morphy & Bent. In 2023, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. GJIC provides investment advisory services to individuals, family groups, foundations, endowment funds, trusts, pension, and profit-sharing plans.	Portfolio Manager-Equities	2010-10-07

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Training of Jim A. Spina

University of San Diego

Undergraduate Degree

Experiences
Positions held

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Private companies

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Linked companies

Private companies	2
Gamble Jones Investment Counsel Gamble Jones Investment Counsel Investment ManagersFinance Gamble Jones Investment Counsel (GJIC) is a SEC-registered investment advisor and wealth management firm headquartered in Pasadena, California. The firm was founded by Jim Gamble in 1956 as Gamble, Jones, Morphy & Bent. In 2023, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. GJIC provides investment advisory services to individuals, family groups, foundations, endowment funds, trusts, pension, and profit-sharing plans.	Finance
Woodbury Financial Services, Inc. Woodbury Financial Services, Inc. Investment ManagersFinance Woodbury Financial Services, Inc. (WFS) is a SEC-registered investment advisor headquartered in Oakdale, Minnesota. The firm was founded in 1997 and is a subsidiary of Advisor Group, Inc., ultimately owned by Advisor Group Holdings, Inc. WFS provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, and corporations and other business entities.	Finance