Why Choose Jim

Jim is qualified to help you; and as an independent financial services firm located in Orange County, backed by the strength of LPL Financial, he creates objective, customized investment strategies to help build, protect and transfer clients’ wealth. Jim is committed to helping individuals, couples, families, business owners, and companies, to work smarter towards their life goals.

James Hendries, LPL Financial Advisor, Huntington Beach, will never treat you like a number! He will personally take care of you, provide customized financial reviews, and pro-actively watch over your investments through all the stages of retirement and pre-retirement. Jim is just as interested in your well-being as a person, as he is your financial health.

He and his wife Jill, have 3 children; Cooper, Carter, and Avery. Jim spends most of his free time with his family and coaching his sons’ baseball, soccer and basketball teams. Being raised in Orange County, Jim loves the southern California lifestyle of sun, sand, and skiing, and has introduced his children to surfing, skiing and snowboarding.

You’ll see many of Avery’s paintings in Jim’s office. Jim is an active volunteer within the City of Huntington Beach.

E-mail him today or call 714.799.0774 ext. 4.

Speak to An Advisor

Our investment advisors would be happy to answer any questions you have about your financial situation. Get answers to your most pressing questions.

Midyear Outlook 2019: What Really Matters in the Markets

Our Midyear Outlook 2019 provides our updated views of current fundamentals and the things that should persist as shorter-term concerns fade, and emphasizes our four primary pillars for fundamental investing—policy, the economy, fixed income, and equities.