Jim Reeley
Corporate Officer/Principal at CTA Wealth Advisors, Inc.
Profile
Mr. James M.
Reeley is a Staff Paraplanner at CTA Wealth Advisors, Inc. He joined the firm in 2004 and is responsible for data gathering and financial plan detail reporting for new and existing clients.
He also provides back office support in paperwork preparation, procedure documentation, desktop support and the CTA Disaster Preparedness program.
He holds a degree in Finance from the Mihaylo College of Business and Economics.
Jim Reeley active positions
| Companies | Position | Start |
|---|---|---|
CTA Wealth Advisors, Inc.
 CTA Wealth Advisors, Inc. Investment ManagersFinance CTA Wealth Advisors, Inc. (CTA) is an independent, SEC-registered investment advisor headquartered in Burbank, California. The firm was founded in 1982 by Cameron M. Thornton as Cameron Thornton Associates. CTA provides personalized confidential financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Corporate Officer/Principal | - |
Training of Jim Reeley
| The California State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
CTA Wealth Advisors, Inc.
CTA Wealth Advisors, Inc. Investment ManagersFinance CTA Wealth Advisors, Inc. (CTA) is an independent, SEC-registered investment advisor headquartered in Burbank, California. The firm was founded in 1982 by Cameron M. Thornton as Cameron Thornton Associates. CTA provides personalized confidential financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Finance |
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