Jim B. Callahan, CFP®, CFA
Senior Advisor Team Lead
James B. Callahan is a Senior Advisor and Advisory Team Lead for Johnson Financial Group. In his role at JFG, Jim works with families and their investment, wealth, and legacy planning strategies.
Jim brings nearly 30 years of investment experience, primarily working with high net worth families. Prior to joining JFG Wealth Management in 2023, he founded and managed a boutique advisory firm serving high net worth families and business owners. Previously, he served in C-level positions at two local wealth advisory firms.
Jim received a Bachelor of Arts in Economics from Santa Clara University and an MBA from the University of Michigan’s Ross School of Business. He is a CFA charterholder and holds the CFP designation.
Jim serves on the Board of Directors for the Alzheimer’s Association of Colorado. Originally a Chicago native, he enjoys the active Colorado lifestyle with his wife, Rebecca, and children, Zach and Sarah.