Our Wealth Management Advisors
Jim Stehr
Assistant Vice President
Jim is an assistant vice president and an investment advisor representative in Wealth Management, with over 29 years of experience in the financial services industry.
He began his career in CS First Boston’s High Net Worth Group in San Francisco in 1989. He worked covering West Coast mutual and hedge fund trading desks for 20 years and then cofounded Paragon East Advisors, LLC in 2015, joining NFP when his practice was acquired in 2017. Throughout, he has provided comprehensive wealth management solutions, financial advice and investment management for individuals and families. Now, he uses his vast experience to help provide exceptional results to his clients.
Jim graduated with departmental honors in political economy of industrialized societies from the University of California, Berkeley, in 1989. He received a master’s in business administration with a finance emphasis from the University of San Francisco in 1996.
Jim loves the outdoors, specifically spending time in Tahoe and backpacking with his family and friends. A sports enthusiast, he also plays golf and follows everything Cal Athletics-related. Jim and his wife, Danya, have three sons.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. NFP Retirement Inc., an affiliate of NFP Corp. (NFP), is a Registered Investment Adviser. Advisory services are offered to clients or prospective clients where NFP Retirement Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by NFP Retirement Inc. unless an investment adviser agreement is in place. Insurance services offered through a licensed subsidiary of NFP or a member of PartnersFinancial or Benefits Partners, which are platforms of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP. Some members of PartnersFinancial and Benefits Partners are not affiliated with NFP. Neither Kestra IS nor Kestra AS are affiliated with NFP, NFP Retirement, Inc., or NFPISI. ACR#8106161 Investor Disclosures: https://www.kestrafinancial.com/disclosures