Let's move forward. Together.

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Young professional woman

James Wrenn

Senior Vice President–Wealth Management

Financial Advisor

With over 25 years in the financial industry, Jim focuses in the areas of investment management and retirement distributions. Jim is a Certified Investment Management Analyst®, a designation obtained through coursework and examination at the Wharton School at the University of Pennsylvania. He holds a B.S. from Oregon State University in accounting and is Series 7 and 66 licensed.

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KY
  • MA
  • MD
  • MI
  • MN
  • MT
  • NC
  • NE
  • NJ
  • NV
  • NY
  • OR
  • PA
  • TX
  • UT
  • VA
  • WA
  • WV

Recognized as an industry leader:

  • Barron's Top 1,000 Financial Advisors, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Forbes Best-in-State Wealth Advisors, 2019The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • University of Pennsylvania IMCA CIMA Program, The Wharton School of Business
  • B.S. Accounting, Oregon State University

Credentials

  • Certified Investment Management Analyst®
  • Chartered Retirement Plans Specialist
5300 Meadows Road
Suite 300
Lake Oswego, OR 97035
  • (503) 248-1304

Email Me

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