VETTED

Jim Funk

CFP^®

Tel: 404-695-8890 4950 Highland Oaks Run SE Mableton, GA 30126

Together, we can go Farther.

About Jim Funk

With over 25 years of industry experience, Jim is a fee-only financial advisor specializing in wealth management, financial planning, and investment management for affluent individuals, families, business owners, and retirees. As a CERTIFIED FINANCIAL PLANNER(tm), Jim takes a comprehensive approach when developing custom solutions for clients, utilizing both traditional and alternative asset classes, to create intelligent solutions that enable his clients to achieve their short and long-term financial goals.

About Farther Finance

Farther is a new kind of financial institution, combining experienced, expert advisors and cutting-edge technology to deliver a comprehensive, personalized client experience. Farther's Intelligent Wealth platform delivers tax-intelligent solutions, rarefied investment opportunities, and technology-enhanced advice - benefits designed to compound over time to unlock greater wealth. Farther was ranked #1 in financial services on the 2025 Inc. 5000 list of the fastest-growing private companies in America.

See Disclosures

General Information

No. of Employees:

100-499 Employees

Name of Custodial Firm:

Charles Schwab

States Licensed in:

ALL

Number of Years with Current Firm:

Work Experience:

He earned his BA from the University of Tennessee, graduating Magna Cum Laude, and is a veteran of the U.S. Army Infantry, where he served for nine years.

Jim joined Farther in 2024 and was most recently a Director at Lakeview Capital Partners in Atlanta, GA. He began his career at Salomon Smith Barney.

Jim enjoys shooting sports and supporting the University of Tennessee athletic programs. He lives in Mableton, Georgia with his wife and daughter and two dogs.

Work with the following types of clients:

Non-Profit Organizations, Individual Investors, Businesses, Pre-Retirees and Retirees

Advisory Services Provided:

Financial Planning, Estate Planning & Trusts, Portfolio Management, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning, Wealth Management, Money Management

Services

Investment Types:

Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Insurance, Annuities, Stocks, Bonds, Socially Responsible Investments (SRI)

I provide a free initial consultation:

Yes

Preferred meeting methods

Can meet clients in the following ways:

Your Home, Our Office, Email, Your Office, Video Conference, Phone

Compensation and Fees

Fee Structure:

Fee-Only

Minimum Portfolio Size for New Managed Accounts:

$250K+

Compensation Methods:

Flat Fee

Firm Information

Assets Managed by Firm:

$13B

Education

Bachelor of Arts - Political Science:

University of Tennessee - Knoxville, Tn

08/22/1992 - 05/25/1995

Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1893631/wiseradvisor-farther-finance-detailed-disclosure.html

25 Years of Experience

CRD# 4140260 Firm CRD# 302050Series: 65, 63, 7

Compliance

Compliance Disclosures in Last 5 yearsI have a clean record

Criminal Disclosures in Last 5 yearsI have a clean record

Office Hours

Monday9:00 AM - 6:00 PM

Tuesday9:00 AM - 6:00 PM

Wednesday9:00 AM - 6:00 PM

Thursday9:00 AM - 6:00 PM