Jim Garrison
Wealth Advisor at Knightsbridge Wealth Management
Based in Ladera Ranch, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Ladera Ranch
Industry
Investment Management
Company size
18
Contact information
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j•••••••@knightsb.com
Phone
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Background
About Jim Garrison
With 25+ years in portfolio management and investment research, I combine deep analytical expertise with strong communication skills to engage both investment professionals and private clients. As a CFA charterholder, I’ve successfully managed multi-million-dollar portfolios, developed investment strategies across asset classes, and delivered strong risk-adjusted returns. My ability to translate complex financial concepts into clear, actionable insights has helped firms expand offerings and strengthen client relationships. I thrive in collaborative environments where strategic thinking and client engagement drive business growth. Let’s connect to explore how I can add value to your team.
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