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Jim Crisp, CFP™, AIF®

Jim Crisp, CFP™, AIF®

Portfolio Strategist

Jim Crisp, CFP™, AIF® is the Portfolio Strategist for R.J. Schrift Private Asset Management. He has been taking care of clients and their investments for over 35 years. Jim launched his own firm, Clearbrook Advisory Services, in 2010 and ran it for 9 years until successfully transitioning to R.J.Schrift Private Asset Management. Upon joining his new firm, Jim will be reducing his role in daily management to refocus on his passion - investment strategy. Specifically, a covered call option strategy that can increase income. 

Away from the office, Jim enjoys being outside hiking, camping, and fly fishing. He recently moved to Virginia with his wife Susan of over 36 years to be closer to his grandchildren.  There he monitors investment portfolio’s while looking into the countryside from the comfort of his home. He is available by phone daily and by appointments monthly in his Belmont, North Carolina office.  When he is not working, he enjoys spending time with family and friends.

Investment Advice offered through Independent Advisor Alliance, a registered investment advisor. R.J. Schrift Private Asset Management, and Independent Advisor Alliance are separate entities.