Jim Rose

Financial Advisor, RJFS

608-299-3460

Toll Free: 800-364-8937

400 Broad Street
Beloit, Wisconsin 53511-6223

Meet Jim

As a Raymond James Financial Advisor, Jim places an emphasis on learning what is important to his clients and then offering his clients a solid relationship with an objective perspective. He believes each person has unique life situations, so his recommendations are customized based on the goals and risk tolerance of each client. Offering financial planning, wealth accumulation, retirement, and college planning, Jim works with each client to help their financial journey stay on track.

Jim graduated from Northern Illinois University with a Bachelor’s Degree in Economics. Outside of the office, Jim enjoys fishing and watching his children’s athletic events. He has three wonderful children, Dottie, Isabel, and Tommy.

Check the background of this investment professional on FINRA’s BrokerCheck.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Securities are offered through Raymond James Financial Services, Inc. member FINRA / SIPC, an independent broker/dealer, and are not insured bank insurance , the FDIC or any other government agency, are not deposits or obligations of First Mid Bank & Trust, are not guaranteed by First Mid Bank & Trust, and are subject to risks, including the possible loss of principal.

First Mid Bank & Trust and First Mid Wealth Management are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

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