Jim Bray, CFP®, is a Financial Advisor at Signature Estate & Investment Advisors, LLC’s (SEIA) Newport Beach office. He has significant experience in retirement planning, estate planning and simple, straight forward financial planning based on his client’s specific goals.
Jim started his career as an advisor in 2004 at Morgan Stanley, transitioned to Wells Fargo Advisors in 2010 and eventually went independent in 2015. This experience has given Jim a broad understanding of the investment industry and an expanded view of multiple investment strategies. Jim received his Bachelor of Science degree in Marine Biology from the University of California, Santa Cruz. He earned his CERTIFIED FINANCIAL PLANNER™ certification in 2009. He is also a licensed insurance agent (CA Ins. License #0E43323).
Jim is an Orange County, California native and resides in San Clemente. In his free time, he enjoys an active lifestyle of surfing, snowboarding, and traveling with his kids.