Jim Holroyd, CFP®

Financial Services Representative – Cambridge Investment Research – Financial Advisor

Personal Facts

  • Certified Financial Planner® (CFP®) professional since 1993.
  • FINRA Series 7, 24, 51, 63, 66 securities registrations.
  • Licensed WA Insurance Agent in Life, Health, Property Casualty, & Long Term Care.
  • Member of Financial Planning Association.
  • Member of the National Association of Insurance & Financial Advisors.
  • Bachelor’s Degree in Business Administration from Washington State University.
  • Thirty five years in the financial services industry – Insurance, Investments & Banking.
  • Small business owner for 35 years.
  • Born & raised in the Tacoma area.  Have been a South Sound resident for over 60 years.
  • Married to Mary & father to Amanda, Molly, & Matthew, who are all successful graduates of Bellarmine Preparatory School & Washington State University.  Grandfather to Tessa, Blair, Beau, Lucy, Elle, & Maggie – All residents of the South Sound area.  Lucky me.

Prior Corporate Experience

  • Holroyd Company Inc.
  • IDS/American Express
  • Weyerhaeuser Community Credit Union
  • Farmers Insurance Group
  • Allstate Insurance Company
  • MetLife 
  • Principal Financial Group
Phone 253-921-5754
E-mail