James E. Bey, CLU, ChFC is a financial advisor with Partners Wealth Management. Jim has over 20 years of experience providing comprehensive benefit planning for individuals and businesses. He specializes in group life, health, and disability insurance, and its impact on individual investment and retirement planning. His experience in the financial planning field has earned him membership in the Million Dollar Round Table, an international organization of elite financial service professionals.
Jim is licensed as an Illinois Life, Long-Term Care, and Property & Casualty Producer. Jim is a Registered Representative and an Investment Advisor Representative of NFP Securities, Inc. He currently holds a Series 6: FINRA Investment Company and Variable Contracts Products, Series 63: FINRA Uniform Securities Agent & State Law Examination, and a Series 65: FINRA Uniform Investment Advisor Law Examination license.
Jim is a graduate of Iowa State University's College of Business, where he earned a Bachelor's Degree in Marketing. Jim has also earned his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from The American College.