Skip to main content

Shoemaker Financial

  •  Tel: 901-757-5757
  •  Toll Free: 800-757-1059
  •  Fax: 901-756-9480
  •  Employees
  • Client Login
  •  
  •  
  •  
  •  
  •  

Shoemaker Financial

  • Home
  • About
    • Mission Statement & Vision
    • Locations
    • History
  • Our Team
    • Germantown - Corporate Headquarters
    • Nashville
    • Pulaski
    • Savannah
    • Evansville
    • Newburgh
  • What We Do
  • Career Opportunities 
    • Experienced Advisor Career Opportunities
    • Considering a Career in Financial Services?
    • What Sets Shoemaker Financial Apart?
    • Why Women are a Natural Fit
  • Resources 
    • Advisor Resource Center
    • Investment Advisory
    • Benefits Department
    • Financial Planning
    • Compliance
    • Useful Websites
    • Economic Calculators
    • Marketing
    • Sales Management
    • IT
  • Blog
  • Contact
  • Employees Only

Memphis, TN

What five things do I value most in my life?

Mt. Pleasant, SC

Would I benefit from a valuable second opinion on my financial situation?

Newburgh, IN

Is my current strategy taking me closer or further from my financial objectives?

South Bend, IN

Is my current strategy taking me closer or further from my financial objectives?

Nashville, TN

Would I benefit from a valuable second opinion on my financial situation?

  Previous   Next

    You are here

  1. Home
  2. Jim Whitehead, CFP®, CEPA

Jim Whitehead, CFP®, CEPA

Photo of team member
Jim Whitehead, CFP®, CEPA
Financial Advisor
Phone: 
901-757-5757
Toll Free: 
800-757-1059
E-mail: 
jwhitehead@shoemakerfinancial.com

Mission

We empower clients in developing their wealth while protecting their legacy

Professional Services

  • Risk Management
  • Retirement and Estate
  • Financial Strategies for Businesses
  • Investments
  • Family Wealth Counseling
  • Group Benefits
  • Fee-Based Financial Planning
  • Financial strategies for Divorce


Education

  • University of Memphis BBA, 1991
  • Kaplan College, Certificate of Financial planning,2002
  • Corporation of long Term care, CLTC, 2006
  • Institute of Divorce Financial Analysts, CDFA, 2007
  • Institute of Business and Finance, CFS, 2008
  • Center for Fiduciary Studies AIF, 2008
  • Series 6,7 and 66 Securities Registrations
  • Life /Health / Property & Casualty License
  • Registered Representative and Investment Advisor Representative for Securian Financial Services, Inc.

Experience 

  • Extensive Consulting work assisting clients with Cash Flow, Financial Position, Investment
  • Strategies, Income Strategies, Protection Strategies, Retirement Preparation, Estate Planning,
  • Wealth Management, Business Succession Strategies.
  • Other areas of expertise: Estate Planning, Executive Benefits Strategies, Fee-Based Plan
  • Design, Tax Favored Corporate Compensations, Business Continuation, Selective Employee
  • Benefit Plans, 401K Services, Design Group Life, Health and Disability, Life Insurance,
  • Disability Insurance and Long Term Care Insurance, Investment and Retirement Preparation.
  • Guest Speaker and lecturer at numerous local and national conferences. 

Family

  • Kamala
  • Cim, Aubrey, Corbin, Hayden, Cole and Elijah

Don't keep me a secret. Let me be a resource for those you care about

To schedule a call with me, click here.

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Book a Meeting

Tell a Friend

2176 West Street
Germantown, Tennessee
38138 United States

  •  Tel: 901-757-5757
  •  Toll Free: 800-757-1059
  •  Fax: 901-756-9480
  •  info@shoemakerfinancial.com
  •  
  •  
  •  

Disclaimer

Shoemaker Financial is independently owned and operated and offers its own suite of products and services entirely independent of Securian. 

Certain individuals associated with Shoemaker Financial are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's Broker Check contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles “advisor” or “financial advisor” and provide advisory services. For further questions about which individuals associated with Shoemaker Financial are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 

3077334 DOFU 06/2020

Shoemaker Financial, 2176 West Street, Suite 100, Germantown, TN 38138 (901) 757-5757 (800) 757-1059. 

© 2022 Shoemaker Financial. All rights reserved.

Website Design For Financial Services Professionals