Jim Small

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Forbes Lists

Forbes Best-In-State Wealth Advisors (2024)

Nevada

Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.

Team Member - Best-In-State Wealth Management Teams (2024)

Source: Forbes.com (Awarded Jan 2024) Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23.

About Jim Small

Jim started his financial career as an insurance specialist for the Chicago Chamber of Commerce in 1990 and shortly after, went to work for Citicorp Investment Services/Smith Barney in Chicago.

In 1995, Jim relocated to Las Vegas to open a new financial center for Citibank in Summerlin. He received numerous awards during his tenure with Citicorp Investment Services/Smith Barney, including winning the prestigious Citistars award each of the 10 years it was awarded.

In 2007, Jim was named as the #12 Financial Advisor in the country by Bank Consultant Magazine (listing the top 50 advisors out... Read More

The description above is provided by Jim.

Focus Area / Customer Base

Retirement and Multi-generational planning, Business exit planning and Professional money management

Jim Small's Awards

2021

Barrons Top 1200 Advisors

2020

Barrons Top 1200 Advisors

2019

Barrons Top 1200 Advisors

2018

Barrons Top 1200 Advisors

2007

Bank Investment Consultant #12

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