Our Team

JAMES COUNTER

MSFS, CLU, CFP, Founder

jcounter@jacounter.com

Founder of our JA Counter & Associates, Inc., Jim Counter, started his career in Milwaukee in 1963 as an insurance agent. He became a Registered Representative in securities 10 years later. He practiced almost all phases of planning and management of the financial planning business. He became a CLU (Chartered Life Underwriter) in 1972 and a ChFC (Chartered Financial Consultant) in 1982. Jim has a Master of Science Degree in Financial Services. Jim specialized in Financial and Estate planning as well as overall investment planning to help analyze the risk and reward elements of investment portfolios.   After 38 years of experience in the financial services industry, Jim retired on April 1, 2011.

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