James Forey is a financial adviser professional, who has been serving clients in Siouxland since 1991.. He brings a wealth of experience and knowledge to his role as a financial adviser. His diverse background and training enables him to help clients pursue their short and long-term financial goals through a comprehensive, individualized financial plan. Jim has a strong desire to serve others through a caring, compassionate relationship that seeks to improve the lives of those with whom he works. He has the unique ability to analyze and create a clear picture of a client’s financial position, both now and in the future.
Prior to coming to Security National Bank of Sioux City, IA in 1991, Jim was an Assistant Portfolio Manager at First Chicago Bank’s Wealth Management. Jim received his BA from Briar Cliff College in Business Administration and Finance. As a Financial Advisor, Jim holds his Series 6, 7, 52, 63, 66 securities registrations and life, health, and variable insurance licenses.
Jim has two wonderful children: son, Charles and daughter, Claire. Jim and his children enjoy traveling and seeing the world. In the summers you can find Jim sailing on Lake Okoboji with friends. Jim believes in community and giving back to others in need through the United Way of Siouxland and other charitable organizations.