Financial Advice that Makes the Complex Simple.

Meet Jim


As a Wealth Advisor, Jim feels that the foundation of financial planning is the recognition that everyone’s economic and life situation is unique.

Jim has over 20 years of experience in the financial services industry. In his years of experience, he has developed an attention for detail, good listening skills and the ability to make decisions that are in the best interests of his clients. He holds his Series 66 registration through CWM, LLC. He also holds his Life, Health and Variable annuity insurance licenses.

Jim was born and raised in Columbus, Ohio and moved to Florida in 2006. He joined the Carson Wealth team in 2017. He enjoys playing golf, fishing and hanging out at Disney World. He and his wife, Debbie, have three incredible children, Beau, Jay and Chase.

Jim Caldwell is not registered with Cetera Advisor Networks LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera Advisor Networks or its registered representatives.


Favorite food:

Fish & Pasta

Best piece of financial advice received:

Take a long term approach to making money.

Favorite quote:

You are either getting better or getting worse, but you are never staying the same.

Hidden Talent:

A very proficient Football and Baseball Coach

Favorite Person:

Woody Hayes

Favorite Movie:

Animal House

Favorite Holiday:


Favorite book:

When Pride Still Matters by Vince Lombardi

Something on Jim’s bucket list:

Take a cruise around the world

If Jim could meet anyone past or present it would be:

Abraham Lincoln

Biggest Accomplishment:

Three outstanding sons!!!