James J. Malmstrom

Partner

Jim has been helping his clients address their financial concerns for more than four decades. With the knowledge and experience he has gained over the years, he is qualified to guide clients through any type of market environment with comprehensive, goal-based investment planning.

Jim is enthusiastic about understanding his clients’ goals and working to achieve those goals. He focuses on developing customized investment plans to suit the specific needs of affluent pre-retirees and retirees.

He spent 15 years with Wells Fargo Advisors where he completed advanced education programs and earned the Fundamental Choice Portfolio Manager designation. Prior to Wells Fargo, he spent 25 years with Paine Webber. In 2023 Jim was named a New Jersey Five Star Wealth Manager for the sixth time.

Jim and his wife Emy have spent their entire adult lives at the Jersey Shore. They have three adult children and five grandchildren.