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Meet the Financial Advisor


Have you met Jim?





Jim Nielsen

Financial Advisor
First Heritage Financial Services

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Jim is a registered Financial Advisor through LPL Financial (LPL), at First Heritage Financial Services. With over 15 years of experience in the financial services industry, Jim assists clients with a personal touch by assessing their needs and utilizing a customized approach. He holds a Chartered Retirement Plans Specialist (CRPS®) designation, which has enhanced his knowledge to work with local businesses to determine what retirement plan options may fit the employer and employees' needs best. Jim takes pride in being “not your typical financial advisor” and would love the opportunity to show you what that means. When not working Jim enjoys an active lifestyle with his wife and two sons, often traveling to outdoor activities and sporting events.
Schedule a no-obligation appointment to meet with Jim and gain valuable information on financial planning topics that include:
  • 403b and 401(k) Transition Assistance
  • Mutual Funds
  • Fixed, Variable and Index Annuities
  • Life and Long Term care Insurance
  • Retirement and Business Services
  • Check the background of our financial advisor on FINRA's BrokerCheck.























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Registered through LPL Financial

Series 7 and 66 Securities Registrations
Life, Accident & Health Insurance Licenses for New York and Pennsylvania as well as other states across the country

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Educational Background

AAS Business Administration, Corning Community College

































Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. First Heritage Federal Credit Union and First Heritage Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First Heritage Financial Services, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First Heritage Federal Credit Union or First Heritage Financial Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency
Not Credit Union
Guaranteed
 Not Credit Union Deposits or Obligations
May Lose
Value

First Heritage Federal Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.