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Jim Hyre, CFP®

Aligning Life and Wealth for You and Your Family

Raymond James Financial Services Advisors, Inc

Columbus

OH

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Health Insurance
    • -Long-Term Care Insurance
    • -Annuities
    • -Business Insurance
  • Pension Consulting
    • -401k
    • -Defined Benefit
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Parker Capital LLC 1 year Oct 2018 - Present
Gordon Capital 4 years, 6 months Apr 2015 - Present
Riviera Capital 4 years, 6 months Apr 2015 - Present
Stoney Creek Capital 5 years, 7 months Mar 2014 - Present
Raymond James Financial Services Advisors, Inc 10 years, 9 months Jan 2009 - Present
Raymond James Financial Services 14 years, 8 months Feb 2005 - Present
Non-Variable Insurance 14 years, 8 months Feb 2005 - Present
Hyre & Associates 11 years, 6 months Feb 2005 - Aug 2016

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Chartered Advisor in Philanthropy
    Designation
    Chartered Advisor in Philanthropy
    The International Association of Advisors in Philanthropy, Inc. is a forum of professional advisors who are dedicated and inspired to teach and empower clients to effectively direct their philanthropic resources consistent with their deepest values.

Articles and Answers

Insights by James Hyre

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
401k plans, what is the maximum you can contribute in 2013, I am 59 years old.
For 2013 the maximum is $17,500 ($23,000 if age 50 or older)...  (more)
Answered Aug 2013
I have 3 IRAs with 3 different firms, invested in 30+ stock funds. Would consolidation be a good move or will fees hurt?
Reed,You are certainly asking the right questions. In general, consolidation makes good sense, if for nothing else, to make it easier to manage your investments. Trying to stay on top of 30+ holdings would be quite time consuming, which is likely not how you want to spend your time now, or in reti...  (more)
Answered Mar 2014
I have a DB plan that pays me approx 2800 per mth. If I dont need, could I rollover the mthly benefits into a Roth IRA?
Hi Joe,This is a great question! If you have already started to receive the monthly benefit, it’s unlikely that you can reverse your decision. If however, you are weighing your choices prior to making this election, then yes, you should be able to convert the benefit into a Roth IRA as a lum sum...  (more)
Answered Apr 2014
On technical analisis can we expect a 10 percent correction soon?
Armando, you are certainly not alone in asking this question. Market “Experts” have been calling for a 10% to 20% correction for most of this year, due to high valuations and/or some form of technical analysis. Are they correct? – No one truly knows. I would agree with the comments by Layton and...  (more)
Answered Sep 2014
WHERE DO I FIND A FULL LIST OF INDEX FUNDS?
Rich,www.indexfundsonline.com is a good source.Jim...  (more)
Answered Dec 2013
Where do i start when planning a retirement if my employer does not offer any plan?
Hi Joshua! You ask a great question, one that many people have, but many don’t act on. Certainly the earlier you get started working on developing a plan for your retirement is preferable, it is still helpful to get started even later in life!We have developed a list of what we believe are the el...  (more)
Answered May 2014
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      1
    • as of date
      Feb 27, 2019
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      1
    • as of date
      Feb 28, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on Feb. 28, 2019
      • $120.0M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 200
        number of clients
      • $600.0K
        Estimated Average Account Balance Per Client

    Raymond James Financial Services Advisors, Inc

    Last updated on May 20, 2019
      • $103.7B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 344K
        Accounts
      • $301.7K
        Estimated Average Account Balance

    Fees

    Fee Only Advisor
    $
    This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

    Types of Compensation Arrangements