James (Jim) W. Barlow, MS, CFP was in the investment advisory business for 34 years.  He sold his firm, ‘Jim Barlow Advisors’, in 2017 to his son-in-law Scott Cheshire and Darin Arnell, a good friend.  Slowing down, he still wants to help families and businesses with a portion of their financial needs: Life Insurance.  His new firm is ‘Oaktree Insurance’.

He earned his Bachelor degree in Business Management from BYU in 1975 and his Master degree in Financial Planning from the College for Financial Planning in 1991.  He has served as an adjunct faculty member at Weber State University where he taught Introduction to Investments from 1999 to 2014.  He has also taught courses on Investment Management at BYU’s Education Week.  He served on the City Council of Clearfield from 1998 to 2006 and was Mayor Pro Tem from 2004 to 2006.

He and Barbara are the parents of seven children and twenty-eight grandchildren.

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