James J. Bobos, AAMS®, Partner

Portfolio Manager, Financial Advisor

Jim has completed his FINRA Series 7 and 66, holding a Bachelor of Science degree in Chemistry from Purdue University.  He is a college for Financial Planning graduate of the CFP® Professional Education program and has successfully completed the requirements by the College for Financial Planning to use the Accredited Asset Management Specialist, or AAMS® designation.  Jim has previously worked at AXA Financial Advisors and Citizens Financial Services.  As portfolio advisor for Compass, Jim has spearheaded Investment Research and is an Investment Policy Committee member.  Jim has been working in our Valparaiso office since October 2001.

Valparaiso Office