financial advisor in Bend Jim Boss
1025 Nw Bond Street
Bend, OR 97703
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It is my pleasure to serve the financial needs of people in the Central Oregon area. I started in the financial industry in 1995 and became a financial advisor in 2000. I hold a Bachelor of Science degree in economics and a Bachelor of Arts degree in finance from the University of St. Thomas in St. Paul, Minnesota. California Insurance License # 0K05630.
I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
I serve on the board of the Education Foundation for Bend-La Pine Schools and the board of Bend Ice - USA Hockey Steering Committee. In my free time, I enjoy hockey, duck hunting and camping with my family.
Area of focus
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
Primary office1025 Nw Bond Street
Bend, OR 97703
Secondary office175 S.E. Reed Market Road
Bend, OR 97702
Secondary office401 Washington
The Dalles, OR 97058
Secondary office1309 12th Street
Hood River, OR 97031
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated wealth professional, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.