Jim Whitener, Registered Principal at LPL Financial and President
of Whitener Wealth Management of La Mesa, California,
possesses a depth of investment knowledge that can only come
from years of experience in the Financial Services industry.
Serving his clients since 1998, he has earned the prestigious
designation of Accredited Asset Management Specialist (AAMS®) with training in
asset management; risk, return and investment performance; asset allocation and
investment selection; investment strategies; and deferred compensation and other
Jim’s unrelenting dedication to provide his clients with quality, ethical services led
him to become an independent financial advisor. He is devoted to helping his clients
create financial stability and confidence in their investment decisions. He is under no
pressure to promote certain financial products or to meet any kind of sales quotas. He
is able to offer his clients truly unbiased advice and is free to search the marketplace
for whatever insurance and investment products best serve his clients’ needs.
Jim’s dedication to his clients’ best interests has not gone unnoticed. He is a fourtime
winner of the prestigious “Five Star Wealth Manager” designation by San
Diego Magazine. To earn this award, wealth managers are rated by their customers
in regard to service, integrity, knowledge, value for fees charged, quality of
recommendations and overall satisfaction. For more information about the award
Because of his expertise in the financial services industry, numerous professionals
have sought out his counsel to help them become established in their business or
to take their business to the next level. He has been chosen as a mentor by many
individuals who have benefited from his extensive knowledge and accomplishments.
Jim has also appeared on San Diego’s local television channel 6 during the “San
Diego Living” segments where he addressed financial issues of interest to the
Originating from Florida, Jim has been a California resident since 1982 and lives in
San Diego with his wife, two lovely daughters and a son. Additional information about
Jim Whitener and LPL Financial can be found at: www.jimwhitener.com or by calling
his office at: 877-574-8295.