Meet: Jimmy Ray
Jimmy Ray is an Investment Advisor Representative (IAR) and business financial advisor, planner and your go-to source for planning and advice, and financial strategy.
What sets Jimmy Ray apart is his commitment to helping clients gain financial clarity and mitigate risk. Jimmy is an expert in turning chaos into clarity, and problems into solutions!
When working with Jimmy Ray, he’ll help you:
Keep more of what you earn by reducing taxes— income, estate, and everything in between
Protect your business, wealth, and family from the unexpected
Gain financial independence and freedom
Create and manage a plan for passing on your business and wealth the right way
Turn financial chaos into clarity and remove the guesswork, leaving nothing to chance
If you’re interested in planning ahead to mitigate financial risk and protect what you’ve built, schedule a time to connect, today!
Jimmy Ray’s Background
𝐓𝐡𝐫𝐨𝐮𝐠𝐡𝐨𝐮𝐭 𝐥𝐢𝐟𝐞, 𝐰𝐞’𝐫𝐞 𝐭𝐨𝐥𝐝 𝐚 𝐥𝐨𝐭 𝐨𝐟 𝐭𝐡𝐢𝐧𝐠𝐬. 𝐒𝐨𝐦𝐞 𝐨𝐟 𝐭𝐡𝐞𝐦 𝐚𝐫𝐞 𝐭𝐫𝐮𝐞, 𝐚𝐧𝐝 𝐬𝐨𝐦𝐞 𝐨𝐟 𝐭𝐡𝐞𝐦 𝐬𝐞𝐭 𝐮𝐬 𝐨𝐧 𝐩𝐚𝐭𝐡𝐬 𝐭𝐡𝐚𝐭 𝐧𝐞𝐯𝐞𝐫 𝐥𝐞𝐚𝐝 𝐭𝐨 𝐰𝐡𝐞𝐫𝐞 𝐰𝐞 𝐰𝐚𝐧𝐭 𝐭𝐨 𝐠𝐨. 𝐈’𝐯𝐞 𝐬𝐩𝐞𝐧𝐭 𝐦𝐲 𝐥𝐢𝐟𝐞 𝐛𝐫𝐞𝐚𝐤𝐢𝐧𝐠 𝐟𝐫𝐞𝐞 𝐨𝐟 𝐭𝐡𝐨𝐬𝐞 𝐟𝐚𝐥𝐬𝐞 𝐛𝐞𝐥𝐢𝐞𝐟𝐬 - 𝐧𝐨𝐭 𝐣𝐮𝐬𝐭 𝐟𝐨𝐫 𝐦𝐲𝐬𝐞𝐥𝐟, 𝐛𝐮𝐭 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐩𝐞𝐨𝐩𝐥𝐞 𝐈 𝐡𝐞𝐥𝐩.
Growing up, I saw it all: from the poverty of my mom saving every penny just to give us little moments of joy, to my dad brushing shoulders with Hollywood’s elite before having to file for bankruptcy; to my grandmother who carried the burden of raising more family members than anyone I know. I lived through three different family dynamics, three sets of values, and three conflicting worldviews.
None of them seemed to align, but they all shared one thing—struggle.
I’ve seen how false beliefs trap people. “You have to put your dreams on hold to raise children.” “You have to sacrifice this to have that.” I watched my family, and others accept those ideas as their reality.
And I knew something was missing.
Because when my son was born, I hit my own breaking point. I was in the clinic; told I couldn’t afford the care he needed. My wife standing helpless, holding back tears, and in that moment, I made a vow: 𝑻𝒉𝒊𝒔 𝒘𝒊𝒍𝒍 𝒏𝒆𝒗𝒆𝒓 𝒉𝒂𝒑𝒑𝒆𝒏 𝒂𝒈𝒂𝒊𝒏.
From there, everything changed. I dove into personal development, discovered and learned from mentors, and built my first financial plan from scratch - pen, paper, and raw determination. That plan became my compass. It helped me climb out of debt, find stability, and create a foundation for my family’s future.
But I didn’t stop there. I realized my experiences gave me a perspective most people never have: the ability to see what’s missing and find solutions. Over the years, I’ve developed a step-by-step process to help others break free from the beliefs holding them back and build the financial future they deserve.
𝐁𝐞𝐜𝐚𝐮𝐬𝐞 𝐈’𝐦 𝐧𝐨𝐭 𝐣𝐮𝐬𝐭 𝐚𝐧 𝐚𝐝𝐯𝐢𝐬𝐨𝐫 - 𝐈’𝐦 𝐭𝐡𝐞 𝐩𝐞𝐫𝐬𝐩𝐞𝐜𝐭𝐢𝐯𝐞 𝐲𝐨𝐮’𝐯𝐞 𝐛𝐞𝐞𝐧 𝐬𝐞𝐚𝐫𝐜𝐡𝐢𝐧𝐠 𝐟𝐨𝐫.
I’ve gone from zero to helping over 2,300 people thus far shift their perspectives and build sustainable financial plans. My clients call the results “transformational” because they’re not just about finances - they’re about life transformation.
If you’re ready for a new way of thinking, a new way of planning, and a new way of living, I’ll meet you where you are. Together, we’ll build the blueprint for your future.
Why Work With Jimmy Ray Financial?
Business owners spend their whole lives building something amazing—but few have a working plan for keeping it, protecting it, and passing it on the right way.
Money gets made. Money gets lost. Taxes, lawsuits, business risks, changing family dynamics — all common realities of small business that, without the right plan, could cause their wealth to disappear faster than it was built.
We’re here to make sure that doesn’t happen.
To help clients keep more of what they earn, protect what they’ve built, and transition their wealth in ways that actually make sense.
We turn chaos into clarity and leave nothing to chance.
If you’re thinking about working with Jimmy Ray Financial, here’s what you should know:
We don’t push products. There’s no quota, no gimmick, and no “sales.”
We don’t undo what’s already working. If your planning is solid, we’ll show you. If there are gaps, we’ll help you fix them.
We don’t compete with your other advisors. We collaborate—because your success is the goal, and not our ego.
We tell you the whole truth. No fluff. No nonsense. Just the facts, so you can make the best, most informed of decisions.
We focus on what’s in your control. No matter the economy, the markets, or what’s happening in the world, we build plans that put you in charge of your financial future.
If this makes sense to you, then let’s talk.
