James Dallas

James Dallas

CFS (Certified Fund Specialist)

For almost 39 years Jim has been providing financial strategies for clients based on their needs and life goals.

Jim is a graduate of the University Of Utah College Of Business. From 1975-1981 he worked as an agent for Prudential Insurance Co. in Salt Lake City, Utah. After leaving Prudential he worked as a Financial Advisor for Wachovia Securities, LLC and it’s predecessor firms from 1981-2003. In 2003 he became a Branch Manager and Financial Consultant for LPL Financial.  In 2016 he joined Olympus Peaks Financial as the Chief Investment Strategist.  

Jim passed the Series 7 (General Securities), Series 63 (Uniform State), Series 24 (Registered principal), and the Series 66 (Uniform Combined State Law).  

In his free time Jim enjoys spending time with his wife, Ruth, of over 40 years, his four children, their spouses and his grandchildren. Jim's hobbies include reading, travel, gardening, fishing, golf, and fitness.

Jim also enjoys giving back to the community through his involvement in scouting, community blood drives, religious services for the imprisoned, and charitable organizations.

Phone (801)566-3510
Fax (801)566-1832