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Jim Ferrin, CFA®

Jim Ferrin, CFA®

Principal

  • Minnetonka, MN
  • The Screwtape Letters by C.S. Lewis
  • G.K. Chesterton, C.S. Lewis, Stuart Briscoe
  • Common sense is not so common.
  • Honest, light-hearted, and humble

Financial Advisors

Jim Ferrin is a wealth management financial advisor based in Minnetonka, MN.

Jim joined CAPTRUST in 2023 from QA Wealth Management, where he served as Chief Investment Officer. As principal at CAPTRUST, he provides clients with personalized advice and investment portfolio management. Jim holds a Bachelor of Arts degree in business from Bethel University and the designation of Chartered Financial Analyst (CFA®).

When he’s not at the office, Jim enjoys spending time with family and playing golf.

Education

  • Bachelor of Arts degree in business from Bethel University

Industry Designations

  • Chartered Financial Analyst (CFA®)
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