LICENSES AND CERTIFICATIONS
- Series 4, Registered Options Principal
- Series 6, Investment Company Products/Variable Contracts Limited Representative
- Series 7, General Securities Representative
- Series 9 & 10, General Securities Sales Supervisor
- Series 24, General Securities Principal
- Series 31, Futures Managed Funds
- Series 63, Uniform Securities State Agent
- Series 65, Investment Advisor Representative
- CERTIFIED FINANCIAL PLANNERTM (CFP®) certification
- Bachelor of Science, Finance, Virginia Polytechnic Institute and State University
A financial advisor since 1986, Jim offers his clients a combination of knowledge, dedication, and personalized service. He has significant investment industry experience, having weathered major bear markets – the crash of 1987, the bear market of 2000 to 2002, and the financial crisis of 2008. Jim’s extensive knowledge base, his ability to analyze and synthesize financial and economic data, and his hands-on, 30-plus years of experience has proven to be a true asset to offering his clients perspective and guidance in pursuing their goals.
Jim believes his greatest strength is his ability to work closely with clients during market fluctuations and to help them stay focused on their long-term goals. He also believes that continuing education is one of the key elements to the financial success of his clients. Jim enjoys studying publicly traded companies and has a strong philosophy on incorporating dividend-paying equities as part of an overall asset allocation. Wealth generation strategies, retirement income planning, investment planning, tax-advantaged strategies, and college/education savings planning are among his specializations. In 2009, Jim Dickman joined Stifel with the opening the firm’s first office in Virginia.
Jim grew up and currently lives in Charlottesville, Virginia, with his wife, LaTricia, and their twins, Ryland and Jillian. Jim believes in community involvement and is an active member of Grace Community Church in Charlottesville. During his free time, he enjoys following the Virginia Tech football team, electronic tinkering, photography, sports cars, and chess.Asset allocation does not ensure a profit or protect against loss. Changes in market conditions or a company’s financial condition may impact a company’s ability to continue to pay dividends, and companies may also choose to discontinue dividend payments.