"If you know your why, you can handle any how." ~ Friedrich Nietzsche
I'm often asked why, after 21 years as an Edward Jones financial advisor, I'm at my desk most mornings by 6 a.m. The answer is my "Why." It's for my clients and my family. They deserve the best from me and that demands time and dedication. I'm incredibly passionate about what I do and who I serve. I focus on helping successful families and individuals achieve their financial goals, using an established process to determine what is most important to them, tailoring a strategy specific to their goals and partnering with them throughout their lifetime to help keep them on track.
I earned my degree in finance with a minor in management from Minnesota State University, Mankato in 1999 and immediately started my career with Edward Jones. I became a limited partner in 2007 and have been selected to attend the Managing Partner's Conference, an honor reserved for the top 400 Edward Jones financial advisors, the last three years in a row. In 2019, Barron's named me to their list of "America's Top 1200 Financial Advisors"*, a first among Edward Jones advisors in Montana.
My family is my other "Why." I married the love of my life and best friend, Anna, 17 years ago. We spend our time together enjoying the sporting endeavors of our three amazing children and all that the Montana outdoors offer. Above all, we love traveling together as a family.
*Barron's Magazine's "America's Top 1,200 Financial Advisors, State by State," March 12, 2019. Barron's Top 1,200 criteria is based on assets under management, revenue produced for the firm, regulatory record, quality of practice, philanthropic work and more. The rating is not indicative of the financial advisor's future performance. Neither Edward Jones nor any of its financial advisors pays a fee to Barron's in exchange for the rating. Barron's is a registered trademark of Dow Jones & Co., L.P. For more information on ranking methodology, go to www.barrons.com.
- Estate & Legacy Strategies
- Intergenerational Planning
- Wealth Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Personal Fitness
- Coaching Sports
Phone NumberJim Kubiak at (406) 587-5457
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|Tue||07:00AM - 05:00PM|
|Wed||07:00AM - 05:00PM|
|Thu||07:00AM - 05:00PM|
|Fri||07:00AM - 02:00PM|
- Web Conferencing
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