Jim Webb, Mobile, AL Financial Advisor

Your Advisor

Jim Webb

Financial Advisor

Jim Webb is an experienced financial advisor, with over 40 years in the financial services industry. He is focused on helping clients achieve financial security and specializes in retirement planning, income planning, rollovers, and retirement distributions. In addition to investment management and financial planning support, he also consults on Social Security, Medicare, and other retirement benefits.

Jim has worked at multiple financial firms, including First American National Securities and Transamerica. In 2026, he joined Cambridge Investment Research, Inc. to serve clients as an independent advisor free from the whims of corporate shareholders and Wall Street tycoons. Jim earned a bachelor’s degree in business from Auburn University (Go Tigers!). He holds FINRA Series 6, 22, 62, and 63 licenses.

Jim gives back to his community as a fraternity advisor, and in his free time can be found on the golf course or watching an Auburn football game.

Our Partners

Cambridge Investment Group, Inc.

Our office is an independent branch of Cambridge Investment Group, Inc. Cambridge is one of the largest independent financial solutions firms in the country and is comprised of a nationally recognized broker-dealer and corporate registered investment adviser. As an independent firm, Cambridge knows that culture counts and values matter most. We share in their purpose to make a difference in the lives of their clients and align with their core values of integrity, commitment, flexibility, and kindness.

Cambridge provides back-office support, processes trades, and holds responsibility for regulatory oversight.

Wilson Investment Group

Jim Webb has a continuity agreement in place with the advisors at Wilson Investment Group, so that if anything happens to him, they will continue to serve and support his valued clients.