James Counter

Founder

Founder of JA Counter & Associates, Inc., Jim Counter, started his career in Milwaukee in 1963 as an insurance agent. He became a Registered Representative in securities 10 years later. He practiced almost all phases of planning and management of the financial planning business. He became a CLU (Chartered Life Underwriter) in 1972 and a ChFC (Chartered Financial Consultant) in 1982. Jim has a Master of Science Degree in Financial Services. Jim specialized in Financial and Estate planning as well as overall investment planning to help analyze the risk and reward elements of investment portfolios. After 38 years of experience in the financial services industry, Jim retired on April 1, 2011.

We do not offer every plan available in your area. Currently we represent 9 organizations which offer 64 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program to get information on all of your options.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. JA Counter and Alera Group are not affiliated with Cambridge. Due to various state regulations and registration requirements concerning the dissemination of information regarding investment and insurance products and services, access to this information must be limited to individuals residing in the following states: FL, IA, IL, NE, ND, WI, MN, TX, VA. Agency is not affiliated with Medicare or the government.