Jim Soucek

Operations Manager

Jim Soucek joined the firm in December of 2002. Jim thrives on the varied demands of a busy office environment. He has a passion for accuracy and attention to detail for client services. Specifically, Jim handles such tasks as processing the majority of the paperwork, keeping client records and files up to date and in compliance, opening accounts, adding/updating notes to the database and fielding inquiries from clients to ensure client needs are met in a timely manner. He lives with his wife Latisha in Farmington.

Jim Soucek is not registered with Osaic Wealth Inc.