Jim Picolo, CASL®

Sr. Financial Planner

  • Joined True North Wealth Partners in December 2022.
  • Jim is a Senior Financial Planner in Columbus, Ohio and has been with Stratos Wealth since 2016. A graduate of Ohio State University, Jim has worked more than 21 years in the financial services industry. Prior to Stratos, Jim spent 12 years with MetLife and MassMutual. He currently holds the Series 7, 6 and 63 registrations with LPL Financial.
  • Jim also earned the Chartered Advisor for Senior Living designation to further enable him to lead his clients from middle age thru retirement and assist them with the management, preservation, and transfer of wealth. Jim brings strong ethics and a firm commitment to helping his clients reach their financial goals.
  • Jim lives in Columbus, Ohio and is a parishioner of St. Andrew church. In his free time, he enjoys spending time with his wife and 3 children, camping, biking, and traveling.
Phone 614-739-1140
Fax 614-816-2651