Meet Us

  

James W. Barlow, MS, CFP

 

Jim has dedicated himself as an Investment Advisor Representative to help guide clients and their families to a better financial future. Over the past 25 years Jim worked for IDS, EF Hutton, and Zions Investment Securities before starting Jim Barlow Advisors as an independent financial services firm, in 2001. Jim Barlow Advisors was created with vision, passion and dedication to help clients realize their goals.

 

 

Some of his accomplishments are:

  • Husband and father of seven children and twenty grandchildren.
  • Bachelor of Science Degree (Business Management) Brigham Young University, 1975.
  • Master of Science Degree (Financial Planning), College for Financial Planning, 1991.
  • Certified Financial Planner (CFP), 1986.
  • Certified Investment Management Consultant (CIMC), 1997.
  • Chartered Mutual Fund Counselor (CMFC), 1997
  • Certified Investment Management Analysis (CIMA), 2003
  • Adjunct Faculty: Weber State University, Teaching the Introduction to Investment class, fall 1999 to present.
  • Faculty: Brigham Young University’s Education Week. Courses on Investment Management, 1987 to 2002.
  • Member Weber/Davis Estate Planning Council.
  • City Council, Clearfield City, 1998 to 2006.
  • Mayor Pro Tem, Clearfield City, 2004 to 2006
  • Member, Financial Planning Association
  • Member, Financial Service Institute

Scott D. Cheshire, CRPC

Scott, a CRPC, joined Jim in February of 2002. His support, knowledge, and attention to detail has helped Jim Barlow Advisors grow to the company they are today. Scott focuses on building long-term relationships with individuals and small business owners and places emphasis on Life Insurance Products, as well as 401k’s and IRA’s, Legacy Planning, and Long-Term Care. Scott enjoys assisting clients to set and monitor their goals which keep balance in their lives while positioning them for a successful retirement. He also enjoys helping to keep them informed about the latest investment and insurance products that may be the best tools to accomplish their goals.  He is an Investment Advisr Representative with Financial Network Investment Corporation.

Some of his accomplishments are:

  • Husband and father of four children
  • Years of Service in His Church
  • Associate of Science degree from LDS Business College
  • Bachelor of Arts degree in International Business Management with a minor in Spanish from Weber State University
  • Chartered Retirement Planning Counselor Designation from the College for Financial Planning

Debra A. Fawcett 

Deb joined Jim Barlow Advisors in 2007. She was previously employed for 10 years by the Davis County School District at South Clearfield Elementary. She loved teaching children how to better their computer skills. She had a tough time leaving but Jim and Scott knew she would be a great asset to their office. She is now continuing to help the business move forward and gives our clients a friendly greeting. She keeps us organized and brings computer savvy to the office. She is enjoying learning more about the investment business and getting to know our clients in a personal way.