Project Description

James Linna
James LinnaFinancial Advisor

501 W. Broadway, Suite 800
San Diego, CA 92101
(619) 400-4813

Jim is a veteran in the financial services industry with over 40 years of experience. His interest in financial planning and investing began and grew while he served as owner and President of First Midwest Securities for 26 years. Since then he has brought knowledge and experience to NWF Advisory Group where he helps individuals with retirement planning, college planning, life insurance, mutual funds, bonds, and annuities. Prior to joining the financial industry, Jim worked in education. His education, teaching and coaching background allows him to relate to and effectively communicate complex concepts with his clients. Jim has built strong trusted relationships with his clients, providing them with the honesty, commitment, knowledge, and service they deserve.

Jim’s credentials include:

• BS, University of Wisconsin, EAU Claire
• MA, Physical Education, University of Minnesota, Winona
• Past President, First Midwest Securities
• Wisconsin Real Estate Broker
• California Notary Public

Jim was born in Chicago, Illinois and grew up in Northern Wisconsin and currently resides with his wife Carmen in San Diego, California. In his free time, he enjoys traveling, golfing, and staying in touch with his friends and clients.