Jim Hawryluk, AIF®, C(k)P®
Jim joined Sovereign Wealth Advisors in 2022 with over 34 years of experience in the financial services industry. Jim was raised in south Florida and started his career on Wall Street in 1987. Throughout his career, Jim has held various principal and supervisory positions. He consults with high net worth individuals on wealth management strategies, portfolio development and monitoring. His corporate clients rely on his insight into retirement plan design and consultation and corporate benefits.
Jim holds the designation of Accredited Investment Fiduciary (AIF®) and holds the prestigious C(k)P® Certified 401(k) Professional Designation, a designation for the Retirement Plan Advisor, recognizing a combination of substantial practical retirement plan management and completion of a comprehensive and highly specialized educational program.
Jim moved to Houston in 1992 after accepting his first branch management position. He currently lives in Sugar Land, TX with his wife, an obstetrician/gynecologist, and their two children.
Bursting the Bubble
Investments
