Jim Atkinson is the Chief Operating Officer/Head of M&A and has over 25 years in the wealth management industry providing management and oversight to both the fiduciary and brokerage industry. Jim provides a unique insight into the operational, investment, product, technology, and investment banking aspects of the wealth management industry.
As COO/Head of M&A he is responsible for oversight of Avidian’s operations and advisor acquisition team identifying ideal candidates, modeling, and onboarding.
Prior to joining Avidian Wealth Management, Jim served as Executive Vice President of a large Houston-based wealth management firm providing supervision of the client advisory staff in addition to serving on the Management Committee and Board of Directors. Further, he spent 12 years as Vice President of Sales with Fidelity Investments in their Institutional Wealth Services division. Previous experience includes co-founding a successful investment banking firm focused on structuring debt and equity for small to mid-sized businesses.
Originally from Southern California, Jim relocated to Texas in 1996. He holds a BSBA and received his MBA from Baylor University.
Jim has a son and daughter and is actively involved in their sports, arts, and musical interests. He also enjoys traveling, camping, and skiing with his children, friends, and family.
We look forward
Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the Avidian Wealth Solutions team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!