Meet Jim

Jim Springer  

James L. Springer, Jr., CIMA ® CPWA ®
Managing Director/Investments

(941) 329-6290 direct
springerj@stifel.com

Jim has more than 25 years of investment industry experience and joined Stifel in 2014.  Prior to joining Stifel, he worked for UBS Securities, Huntington Investment Company, Bank of America Private Client Group, Barnett Bank Private Client Group, and First Union Bank. 

Jim focuses his business practice in the areas of wealth management and wealth preservation strategies, alternative investments, and estate and tax planning strategies.  He uses asset allocation as a risk management strategy and works with clients, along with their attorneys and accountants, on estate planning strategies and appropriate wealth transfer strategies.

 

Licenses and Certifications:

  • Series 7, General Securities Representative

  • Series 31, Futures Managed Funds

  • Series 63, Uniforms Securities State Agent 

  • Series 65, Investment Advisor Representative

  • Life and Variable Insurance

  • Certified Investment Management Analyst® (CIMA®)

  • Certified Private Wealth Advisor® (CPWA®)

Jim resides in Sarasota.  He is an active member of Leadership Sarasota, is a member of Sigma Chi Fraternity and enjoys University of Florida Gator football.