Skip to main content
 (949) 223-8100
  •  
  •  

Tax & Financial Group

Tax & Financial Group
  • Home
  • About Us
    • Our Company
    • Our Associates
    • Our Services
    • Newsroom
    • Community Giving
  • Account Access
  • Resources 
    • Useful Websites
    • Economic Calculators
    • Business Exit Report
  • Careers
  • Contact
  • Events

    You are here

  1. Home
  2. Jim McCloskey

Jim McCloskey

Photo of team member
Jim McCloskey
Financial Advisor
Phone: 
(949) 223-8335
E-mail: 
jim.mccloskey@tfgroup.com

CA License No. 0B95905

Jim has been in the financial services industry for over twenty years.  He specializes in helping business owners and individuals accumulate and protect their wealth through comprehensive investment, retirement, estate, and business planning strategies.  

Jim maintains a commitment to continuing education in the areas of financial products, tax laws, and advanced strategies. In addition to being life insurance licensed, Jim has earned multiple securities registrations including the Series 6, 63, and 7.  He is a Registered Representative and an Investment Advisor Representative with Securian Financial Services Inc, member FINRA/SIPC.  

In addition to a good game of golf, Jim enjoys giving back to the community. He is involved in Tax & Financial Group’s annual “We Care” golf tournament which benefits the Make a Wish Foundation’s of Orange County and the Inland Empire by raising close to $100,000 each year for terminally ill children.

Jim resides in Huntington Beach, California.  

 

Book a Meeting

Tell a Friend

Looking to learn more?

Get in touch today

Contact Us

Contact info

  •   4001 Macarthur Blvd., 3rd Floor, Newport Beach, California 92660
  •   (949) 223-8100
  •   info@tfgroup.com

Additional info

  • Sitemap

Contact us

Tax & Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Tax & Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA’s BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles “advisor” or “financial advisor” and provide advisory services. For further questions about which individuals associated with Tax & Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205. 3121066 DOFU 08/2020

© 2020 Tax & Financial Group. All rights reserved.

Website Design For Financial Services Professionals