Jim Healy has been effectively providing financial advice and service to his clients since 1987.

As an AXA Advisors financial professional, he is dedicated to helping clients build secure financial futures.  To do it right takes commitment, planning and the services of a capable, experienced financial professional.

With more than 30 years of experience, Jim has the knowledge and resources to help you develop and implement a sound financial strategy.  “My top priority is to help individuals and businesses meet their wealth accumulation, preservation and protection needs.”

My job is to assist in mapping your financial goals and then provide the advice, products and services needed to successfully attain them.”  Through AXA Advisors and its affiliates, he can offer a broad range of financial products and services.

Jim’s continued industry training has qualified him as a Retirement Planning Specialist (a title awarded from the University of Pennsylvania, The Wharton School). He has earned the FINRA Series 6, 7, 63, 65, and 24 licenses and has been awarded the Circle of Excellence Award.

Jim is a 1987 graduate from the College of St. Thomas with a degree in economics and resides in Chaska with his wife, Tina, and their four children.

Jim is thankful for the privilege of working for you and for your continued support and business!

James R. Healy is a registered representative who offers securities through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC and an agent who offers annuity and insurance products through AXA Network, LLC.  AXA Network conducts business in CA as AXA Network Insurance Agency of California, LLC, in UT as AXA Network Insurance Agency of Utah, LLC, and in PR as AXA Network of Puerto Rico, Inc.  Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC.  AXA Advisors and AXA Network are affiliated companies and do not provide tax or legal advice.  Canopy Financial Group is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.