Jim Huber

Sr Financial Advisor @Wells Fargo Advisors

Cleveland, TX, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Mar 2025 — Present

Sr Financial Advisor @Wells Fargo Advisors

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I help families improve their financial future through understanding and coaching. Understanding is both listening to understand your vision for your future and key financial goals, and also helping you understand the tools available to accomplish your goals. Developing your strategy is bidirectional, too: there\'s more than one way to get where you want to be, so we\'ll explore options together and find one that fits you. Coaching is where I really earn your trust and my compensation, though: helping you stay on your chosen path when the initial enthusiasm wears off, when markets are doing spectacularly well and you get the urge to jump into the next big thing, and when markets are performing badly and you\'re unsure your strategy is going to get you to your goal.I partner with people in their twenties through their nineties, from many different walks of life, and who have a few thousand dollars to a few million dollars invested. If you want to improve your family\'s financial future, I\'d like to meet to see if we\'re a good fit to partner together for the long term. I often meet with people on weekday evenings and Saturday mornings to avoid disrupting your work, and meeting doesn\'t cost you anything. Call me at (71••••••30 or email me at J••••••••@WellsFargo.com and we\'ll find a convenient time and place to get started.

EDUCATION

1998

Sam Houston State University

MBA, Management

2011 — 2012

University of Houston, C.T. Bauer College of Business

PhD (unfinished), Management

SKILLS

Estate and Trust ServicesIndividual Retirement AccountsDatabasesProject PlanningRoth IraSharepointTroubleshootingEducation SavingsSoftware DocumentationItilManagement529 PlansFixed Income InvestmentsLong Term Care InsuranceTechnical WritingProject ManagementDisaster RecoveryLeadershipInformation TechnologyTraditional IraBusiness Retirement PlansIT ManagementIntegrationFixed AnnuitiesIT StrategyEtfsEquity InvestmentsStrategyMutual FundsStart-UpsLife InsuranceSoftware DevelopmentTriathlonVariable AnnuitiesC++NetworkingTeam Leadership

ABOUT JIM HUBER

My first car was a \'66 Mustang. It had been parked for years when I first began work on…

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Jim Huber — Sr Financial Advisor at Wells Fargo Advisors in Cleveland, TX, US | Unifers