4 months ago
An Update on the Debt Ceiling
As the U.S. debt ceiling takes over the headlines, this...
- With CAPTRUST Since 2023
- 866.767.8007
-
10650 Red Circle Drive #303
Minnetonka, MN 55343
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)
News & Resources
Resources
Announcements
5 months ago
QA Wealth Management Joins CAPTRUST
Firm Specializes in Wealth Management for Big Four and Consulting...
Resources
7 months ago
Market Thoughts 3.13.2023
Two recent bank closures have put investors on high alert...
Wealth Management
7 months ago
Understanding Interest Rates
What is an interest rate and how is it calculated?...
