Jim Coltrin, CFP is celebrating his 20-year anniversary in the financial services industry. Mr. Coltrin began his career in the financial services industry as a financial advisor with Edward Jones in July of 2000. In 2004, he transitioned to Northwest Georgia Bank, which was affiliated with Raymond James.
Mr. Coltrin was serving as a financial advisor at Northwest Georgia Bank while growing into the role of branch manager. He served in that capacity until 2015. In 2015, Mr. Coltrin held the role of financial advisor with Pinnacle Asset Management. He left the bank model in 2018 and went independent with Raymond James. Jim Coltrin, CFP and Andy Bailey, CFP started True North Advisors at Raymond James in 2019.
Mr. Coltrin earned his bachelor’s degree in business finance from UTC. Active in his community, he has been a member of the East Tennessee Symphony Orchestra for 10 years and the Kiwanis Club of Fort Oglethorpe for 19 years. He served as the Kiwanis Club’s president and lieutenant governor of Division 3.
Mr. Coltrin is originally from Chattanooga and currently lives in Bradley County. He is an outdoorsman who enjoys flying airplanes and spending time with his family. Mr. Coltrin and his wife, Penny, have three children, Kate, Matthew, and Michael.
As a Certified Financial Planner professional, he is dedicated to helping his clients work toward their financial objectives by guiding them through the investment planning process set forth by the Certified Financial Planner Board of Standards. The CFP certification is one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning, said officials.