BIOGRAPHY
As Operations & Technology Strategist at Pure Financial Advisors, Jimmy leads firm-wide initiatives to optimize technology systems and enhance operational efficiency. His work centers on streamlining workflows, strengthening reporting infrastructure, and delivering scalable, advisor-centric solutions across the firm’s tech ecosystem.
Jimmy’s career in financial services began in 2013 and spans numerous operations and compliance roles across a range of investment firms. Before joining Pure, Jimmy was a consultant with Versoft Consulting, where he specialized in operations strategy, technology vendor selection, and data migration for RIAs, broker-dealers, and family offices. He has led numerous platform transitions and supported firms through mergers and acquisitions by overseeing system integrations, performance validations, and data integrity efforts. Prior to moving into the fee-only advisory space, Jimmy held FINRA Series 4, 7, 24, 27, 52, 53, 63, and 65 licenses.
Jimmy graduated from California State University, Fresno with a Bachelor’s Degree in Business Administration and currently resides in Sherwood, Oregon with his wife, Jamie, and their three children. Outside of work, Jimmy co-owns a balloon décor business with his wife, enjoys exploring the Pacific Northwest, and takes pride in refining his ever-growing catalog of dad jokes.
