![Jim Wiley](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profile
Mr. James L.
Wiley is CEO & Chief Investment Strategist at Live Your Vision LLC.
He has over 30 years of experience in the financial services industry.
As a member of the Society for Certified Senior Advisors, he has experience and knowledge in the health, social and financial issues that are important to seniors, and the dynamics of how these factors work together.
He is an active member of Vistage International and was appointed as a board member of the Immaculata University Business Advisory Board in which he lends his expertise on business development.
He is also on the board of directors for Greener Partners and on the foundation board for Plan of PA.
Mr. Wiley began his career as a financial advisor at Dean Witter and later spent over 20 years as a wealth advisor at Morgan Stanley Smith Barney.
He received his undergraduate degree from Dickinson College.
He earned the Accredited Investment Fiduciary Designation from the Center for Fiduciary Studies.
The AIF designation certifies that he has specialized knowledge of the fiduciary standard of care and its application to the financial planning process.
Former positions of Jim Wiley
Companies | Position | End |
---|---|---|
Live Your Vision LLC
![]() Live Your Vision LLC Investment ManagersFinance Founded in 2009, Live Your Vision LLC is a registered investment advisor located in West Conshohocken, Pennsylvania. The firm also does business as the Wiley Group. They provide investment management services to individuals, business entities, trusts, estates and charitable organizations. | Chief Executive Officer | 31/05/2019 |
Morgan Stanley Smith Barney Private Management LLC
![]() Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Corporate Officer/Principal | - |
Dean Witter | Corporate Officer/Principal | - |
Training of Jim Wiley
Dickinson College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Live Your Vision LLC
![]() Live Your Vision LLC Investment ManagersFinance Founded in 2009, Live Your Vision LLC is a registered investment advisor located in West Conshohocken, Pennsylvania. The firm also does business as the Wiley Group. They provide investment management services to individuals, business entities, trusts, estates and charitable organizations. | Finance |
Dean Witter | Finance |
Morgan Stanley Smith Barney Private Management LLC
![]() Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Finance |
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