Jim Everlof

With over 29 years of experience in the financial industry including 15 as Financial Advisor, Jim Everlof is dedicated to helping clients achieve their financial goals through personalized planning and strategic investment advice. Jim joined Commonwealth Financial Network in January 2020 and works with individual clients, business owners and non-profit institutions. Known for a client centered approach, Jim focuses on creating tailored solutions that align with each client’s unique objectives and risk tolerance. He is committed to providing clear, actionable guidance to navigate the complexities of financial decisions and achieve long-term financial wellbeing. Jim believes the relationship between the advisor and client is centered around three elements: planning, communication, and trust. Jim relies on his extensive investment experience, resources and solutions through Commonwealth Financial Network to offer tailored investment guidance to aid his clients in realizing their goals.

Jim is a graduate with a B.A from the University of Pittsburgh. Jim holds his FINRA Series 7, 65, 63 securities licenses. In addition, to his Life and health insurances licenses.

In his free time, Jim enjoys spending time with his wife, Christine, their son, Charlie, and his best buddy, Wally, his Boston Terrier. He loves reading, cooking, working out, and watching his beloved Philly sports teams.