Jim Wilson

Jim Wilson is the founder, president, and CEO of Wilson & Associates, LLC, an advisory firm serving clients from its Oregon office in Tualatin, OR.

His work includes financial planning, estate planning, retirement planning, and insurance services.

Jim Wilson is the founder, president, and CEO of Wilson & Associates, LLC, an advisory firm serving clients from its Oregon office in Tualatin, OR. The firm focuses on helping clients make investment, financial, and insurance decisions through planning relationships built around integrity, trust, and personalized service.

His work includes financial planning, estate planning, retirement planning, and insurance services. The available profile facts also list individual health insurance and health lines of authority in Oregon. Wilson & Associates describes its approach as holistic and comprehensive, helping clients organize financial affairs, preserve capital, consider risk-adjusted returns, and align planning with personal goals.

Before founding the firm, Jim worked as an independent turnaround specialist in publishing and media. His background includes business and finance studies at the University of Washington and graduate study at the University of California.