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James V. Hartwell

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James V. Hartwell

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James V. Hartwell CPA, CFP
CPA, CFP
President and Founder
Phone: 
269-983-2212

Jim was born in Washington D.C., but grew up mostly in suburban Chicago, where his Dad pastored a church. He is one of six kids and the youngest boy in his family. One of Jim’s first jobs was tending balls at a driving range. He thought it was quite hilarious that golfers would take aim at his cart as he drove around the range collecting the balls.

Jim met his wife, Dawn, while attending Calvin College in Grand Rapids, MI. They settled in Dawn’s hometown of St. Joseph, where they raised four kids together. Jim and Dawn currently reside in Paw Paw. Jim has long loved to be outdoors, and enjoys staying fit through biking and running. He has competed in several marathons and raced bicycles for both sport and pleasure. Jim is truly a kid at heart; he loves celebrating his birthday and shooting off fireworks on the 4th of July.

When he’s not in the office, Jim can be found reading, riding his bike, or spending time with Dawn and the kids. He is a proud grandpa to three wonderful grandchildren, and very blessed by his entire family. 

Ready to get started? Get in Touch Today!

Contact Us 

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St. Joseph Office

800 Port Street, Suite D
St. Joseph, MI 49085

Phone | 269.983.2212
Fax | 269.983.4737

 

Kalamazoo Office

4341 S. Westnedge Ave, Suite 1202
Kalamazoo, MI 49008

Phone | 269.327.5250
Fax | 269.344.9672

 

Jim Hartwell and Ryan Hartwell are investment advisor representatives of, and securities and advisory services are offered through USA Financial Securities Corp., Member FINRA/SIPC. A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301. Hartwell and Company is not affiliated with USA Financial Securities.

Jim Hartwell and Ryan Hartwell are authorized to transact securities related business and investment advisory services only in states where he is properly registered.  For investment products and services these states include: AL;FL;IL;IN;MI;PA;SD Ryan: CO, MI. For investment advisory services theses states include:AL;CO;IN;MI;PA Ryan: CO, MI Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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