Vice President, Financial Advisor and Chief Compliance Officer
Jim has over twenty years of experience in the financial services industry. He has a unique role at the firm as he not only works with clients to pursue their financial goals, but he also serves in the role of chief compliance officer. As CCO, Jim is primarily responsible for overseeing and managing compliance, ensuring that Fragasso and its employees are meeting regulatory requirements and following established internal policies and procedures.
Jim was born and raised in the Pittsburgh area and currently resides in Jefferson Hills with his wife and two children. He earned his master’s degree in business administration from Point Park University and his bachelor’s from Thiel College. In his spare time, Jim enjoys spending time with his family. He is a wrestling official with the Pennsylvania Interscholastic Athletic Association and a coach at the Thomas Jefferson Youth Wrestling program.
Accredited Investment Fiduciary®
Series 7, 63, and 24 securities licensed through Private Client Services
Series 65 Securities licensed through Fragasso Financial Advisors
Insurance licensed, Pennsylvania