Jim Whiddon, CFP®, MSFS

Jim Whiddon, CFP®, MSFS

Director of Investor Enrichment

Jim Whiddon joined BAM Advisor Services in 2013 as Director of Investor Enrichment and a 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.’

Jim was also the host of the daily economic and investment talk show The Investing Revolution on CNN1190 in Dallas, where he regularly interviewed noted personalities such as John Bogle, John Stossel, Bill Bernstein and Burton Malkiel. He shares his insights on advising and financial planning with investors at large as a regular contributor at Advisor Perspectives.com.

Jim, previously the founder and owner of Dallas-based RIA JWA Financial Group, came to BAM Advisor Services through his firm’s merger with Buckingham in 2013. Jim is a CERTIFIED FINANCIAL PLANNERTM professional and continues to serve clients as a wealth advisor for Buckingham. 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.

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