Your evolving business

Comprehensive wealth management for business owners

Jim Mead, CFP, CIMA, CEPA

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER™

Jim Mead is a Senior Partner with The Pacific Wealth Group, focusing primarily on investment and wealth management strategies for high net worth individuals and foundations. With over 34 years of experience in the industry, he has earned the titles Senior Vice President, Wealth Advisor and Senior Portfolio Manager. Located in the team's Bend, Oregon office, he currently holds the Certified Financial Planner ™ (CFP®), Certified Investment Management Analyst®  (CIMA®) and Certified Exit Planning Advisor (CEPA) designations. As a Certified Exit Planning Advisor, he helps clients prepare their estates for the future liquidity they are destined to earn, and helps plan for the complex challenges they may face—those that are known, as well as those unforeseen. Jim and The Pacific Wealth Group are frequently acknowledged by Oregon Business Magazine as top advisors, and were recently recognized in the top ten. Additionally, 

Jim and his wife Kim are celebrating 29 years together, and have three children. Originally from the San Francisco area, Jim graduated from the University of San Diego before spending his last 20 years in Bend, Oregon. Whether it involves snow skiing, wakeboarding, hunting, mountain biking, or community involvement, Jim is on the go, taking full advantage of all that Central Oregon has to offer, while appreciating his responsibility to give back to the community.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • MA
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • PR
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WY

  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The 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.

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

  • Business Administratio, University of San Diego, 1984 - 1988

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
  • Certified Exit Planning Advisor

Retirement planning
Estate planning strategies
Business succession
Entrepreneurs
600 Southwest Columbia
Building 4 (Suite 6200), 2nd Floor
Bend, OR 97702
  • (541) 322-6132

Email Me

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.

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Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Business transition and succession planning

Business transition and succession planning

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

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Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

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UBS is a world-leading wealth manager