About James Buri
Jim Buri brings over a decade of experience to the service of his clients. Over his career, Jim has cultivated a combination of qualities that are essential to the financial well-being of his clients. By providing them with customized financial solutions, in-depth investment analysis and objective advice, Jim helps clients make more informed decisions that assist them immeasurably in the pursuit of their goals.
Jim is a Vice President, Financial Advisor at Morgan Stanley Wealth Management. His team, The Collier Buri group has the training and experience to offer discretionary investment management and they have developed three proprietary investment strategies to accommodate clients with various risk tolerances and objectives.
Jim earned his undergraduate degree at the University of St. Thomas in Saint Paul, Minnesota and has earned his MBA and Masters in Finance from the Kelley School of Business at Indiana University. Jim is also a designated Certified Financial Planner. Jim spent over a decade of his career at Fidelity Investments and Ameriprise Financial before joining Morgan Stanley in 2018 to provide clients with advice that encompasses both sides of their personal balance sheets and virtually every aspect of their financial lives.
Jim and his wife, Kendra who is a partner on the team as well, grew up in Minnesota and moved to California together over a decade ago. They have since planted roots in Orange County and currently reside in San Clemente with their three children, Calvin and Adele and Remy.
Securities Agent: MA, OR, IA, CT, AL, MT, RI, NJ, MI, FL, AZ, NH, GA, DC, CA, IL, LA, WA, MN, IN, TX, VA, UT, OK, CO, NC, NV, NY, HI, PA, ID, MD, WI, TN; General Securities Representative; Investment Advisor Representative
NMLS#: 1838649
CA Insurance License #: 0H48318