During law school at the University of Idaho, Jim began his career as a financial representative intern for Northwestern Mutual.

Today, Jim specializes in executive compensation, including retirement and other employee benefit plans, as well as wealth management.

For over thirty years, Jim´s focus has been on meeting the needs of executives and highly compensated individuals. 

In all Jim´s professional relationships, he pledges himself to the following rule of ethical conduct:

I shall, in the light of all conditions surrounding those I serve, which I shall make every conscientious effort to ascertain and understand, render that service which, in the same circumstances, I would apply to myself.

Source: The American College


  • Bachelor of Science degree in Business from University of Idaho
  • Juris Doctorate in Law from University of Idaho

 Awards and Recognition

  • Million Dollar Round Table Qualifying Member: 1972-1974, 1986, 1992-1995
  • Million Dollar Round Table Qualifying/Life Member: 1996-2007
  • National Quality Award: 1975, 1985-1986, 1994-2003, 2005-2007
  • National Sales Achievement Award: 1994-1995, 1997-1998, 2001
  • Million Dollar Round Table Provisional Member: 1971

Associations and Memberships

  • Member, California Bar Association 
  • Member, Financial Planners Association 
  • Member, Society of Financial Services Professionals 
  • Member, National Association of Insurance and Financial Advisors
James E Whistler

James E Whistler, J.D., MSFS, CFP®, ChFC®, CLU®

Wealth Management Advisor


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