Back to People

Jim Bray, CFP®
Senior Vice President and Financial Advisor
Jim Bray, CFP®
Jim Bray, CFP®
Jim Bray, CFP®
Jim Bray, CFP®
Jim Bray, CFP®
Jim Bray, CFP®
Office
Newport Beach
Toll Free
866.888.6563 x408
Direct
949.999.1548
Fax
949.612.0854

What are 3 words people use to describe you?
Cheerful. Happy. Dedicated.

What are you most grateful for?
I am most grateful for my family.

What gets you excited about life?
Adventure and travel, as well as spending time with my kids, gets me excited about life.

What is the best advice you have ever been given?
Remember when you were 4 or 5 years old and you always had that level of pure happiness. The best advice, was to never lose or forget that level of happiness and what it feels like.

How do you define success?
To me, success is good relationships with my children, wife, family, and close friends.

What is your proudest achievement?
Raising my four kids to what they are today.

What life lesson did you learn the hard way?
Pay attention to the after-tax number; the before-tax number is irrelevant.

What was the best book you’ve read and why?
“Unbroken” by Laura Hillenbrand – this book is a true life illustration of how strong one man can be. It also reminds me of how good my life is and allows me to remember what others sacrificed for my freedom.

What does Your Life Integrated mean to you?
Taking all aspects of your life and putting them together in one organized, articulate space, and to get through any detours that may arise.

Jim Bray, CFP® joined Integrated Wealth Management in February 2015 as Senior Vice President and Financial Advisor. Jim’s practice focuses on helping individuals and families nearing and in retirement, as well as assisting professionals in the surf industry. With his direct and focused style, Jim takes the time to understand his clients’ unique situations, their financial goals, and ultimately what their ‘end’ plan is. Jim is dedicated to helping his clients navigate the dynamic currents of life and help them be prepared for life events as they unfold.

Jim’s career in financial services began in 2004 at Morgan Stanley. Most recently, Jim was Senior Vice President-Investments at Wells Fargo Advisors. Jim holds a Bachelor of Science in Marine Biology from UC Santa Cruz. He has traveled through Asia, Africa, South America Central America, Australia and the Caribbean and speaks Spanish. Jim spends his time with his wife Nicole and four children Malia, Maddox, Makai and Nixon. Their family is extremely active and loves the ocean.

RELATED NEWS FOR Jim Bray, CFP®
RELATED NEWS FOR Jim Bray, CFP®
May 12, 2017
The Biggest Financial Mistake I See People Make
April 13, 2017
YLI February 2017 Client Discussion
March 07, 2017
The Importance of Reviewing Old Life Insurance Policies
March 01, 2017
How Much Are You Losing to Idle Cash?
January 26, 2017
Roth or Traditional: Which IRA is Right for You?
January 26, 2017
Make An Appointment Now to Update Your 2017 Financial Plan
January 04, 2017
Six Critical Social Security Facts You Must Know
December 21, 2016
What is Your Work-Optional Number?
November 08, 2016
Can You Time The Market?
October 24, 2016
Is Your Retirement Plan Protected From Market Risk?
October 17, 2016
Medicare Part B Premiums Projected to Increase for 2017
September 20, 2016
Five Reasons Most Retirement Plans Fail
August 24, 2016
What We Do and How We Can Help
August 24, 2016
Why I Became a Financial Advisor
March 09, 2015
Integrated Wealth Management Adds CFO and Senior Vice President & Financial Advisor
February 13, 2015
$120M Wells Fargo Advisor Surfs His Way to RIA