Director of Investor Enrichment
Jim Whiddon, CFP®, ChFC, CLU, MSFS
Jim Whiddon joined Buckingham Strategic Wealth in 2013 as a wealth advisor and national thought leader. Jim’s passion for evidence-based investing and client-first advising took root in the very beginning of his experience in financial services. For more than a quarter century, he dedicated his career to helping clients manage every aspect of their financial lives by concentrating on evidence over emotion, and helping them forget about the stress and worry that comes with watching the ups and downs of Wall Street.
Jim’s commitment to educating others has resulted in two books, “Wealth Without Worry” and “The Investing Revolution.” His storytelling approach to educating investors helps make the complicated simple and brings what he calls ‘a left brain perspective into a right brain profession.’ He was the host of the daily economic and investment talk show The Investing Revolution on CNN1190 in Dallas where he regularly interviewed personalities such as John Bogle, John Stossel, Bill Bernstein and Burton Malkiel. Today he continues to serve clients as a wealth advisor, and shares his insights on advising and financial planning with investors at large as a regular contributor at Advisor Perspectives.com.
Prior to joining Buckingham, Jim was the founder and owner of a Dallas-based RIA, JWA Financial Group, that became part of the Buckingham family in 2013. James is a Certified Financial Planner professional. He holds a bachelor’s degree from Texas A&M University in College Station and a master’s degree in financial planning from The American College of Financial Services in Philadelphia.
Outside of work, you’ll likely find Jim and his family (he and his wife share four children) keeping up with their kids’ extracurriculars. Family downtime is spent at their ranch north of Dallas.