Five Star Logo
As seen in
Memphis Five Star award winner
Marketing partner logo

PROFESSIONAL ACCOMPLISHMENTS

AWARDS

  • Five Star Wealth Manager award winner 2014-2018, 2024
  • Life Time Member MDRT
  • Ameriprise Client Experience Award 2023

 

 

Jim has more than 30 years of experience serving customers and the local community. His philosophy is to work with honesty and integrity every day, and to offer exceptional customer service. He pays close attention to each client’s specific situation, listening to their needs, working closely with them, and making it his goal to forge lifelong relationships.

Crown Financial Group has built a reputation for providing trustworthy, well-researched advice to their clients. They use a sophisticated planning model that allows the team to create a highly customized plan to meet each investor’s needs.

Crown Financial Group is a full-service wealth management and financial services firm built on a foundation of trust and respect. CFG has remained on the forefront of providing wealth management solutions and advice to grow, manage, preserve and transfer wealth. Crown Financial Group has a tradition of excellence that has helped establish and maintain its good name in the community.

The complexity of the current financial marketplace makes it more important than ever to have a balanced approach to investing, risk management, tax planning and wealth management, guided by expert counsel and experience. Jim believes in a proactive approach to wealth management to minimize risks and provide greater opportunities.

Crown Financial Group is a destination firm that is passionate about enabling clients and associates to define and achieve their financial goals and dreams while building relationships that last a lifetime. 

This award was issued on 10/1/24 by Five Star Professional (FSP) for the time period 1/9/24 through 8/9/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 600 Memphis-area wealth managers were considered for the award; 54 (9% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 542, 51, 9%, 10/1/23, 1/9/23 - 7/31/23; 2022: 489, 46, 9%, 10/1/22, 1/31/22 - 8/5/22; 2021: 548, 50, 9%, 10/1/21, 1/11/21 - 8/13/21; 2020: 542, 42, 8%, 10/1/20, 1/20/20 - 8/21/20; 2019: 544, 54, 10%, 10/1/19, 1/28/19 - 8/16/19; 2018: 548, 69, 13%, 10/1/18, 2/6/18 - 8/27/18; 2017: 400, 52, 13%, 10/1/17, 2/6/17 - 8/28/17; 2016: 447, 105, 23%, 9/1/16, 3/30/16 - 8/24/16; 2015: 690, 143, 21%, 10/1/15, 3/30/15 - 8/19/15; 2014: 1034, 152, 15%, 10/1/14, 3/30/13 - 8/19/13; 2013: 880, 166, 19%, 10/1/13, 3/30/12 - 8/19/12; 2012: 695, 166, 24%, 10/1/12, 3/30/11 - 8/19/11.
Click to access BrokerCheck
*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.