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About Money Strategies

Money Strategies, Inc. is an investment advisory and financial strategies firm registered with the Securities and Exchange Commission as a Registered Investment Advisor.  Our SEC file number is 801-41282.  We also maintain a current investment advisory registration with the State of Florida Department of Banking and Finance.

Jim Farrish is the Founder of Money Strategies and his goal is to educate people about money before he helps them manage it.  He has taught workshops locally and nationally for over 25 years, teaching thousands of individuals and business owners how to focus on achieving financial independence.

Jim has over two decades of professional experience in the areas of Investment Advice, Financial Planning, Tax Planning, Retirement Planning and Risk Management.  He earned his Bachelor of Science degree in 1982 in Mathematics Education from Florida State University.  In 1985 he completed his securities licensing and became a registered representative, and became affiliated with IDS Financial Services.  In 1986, he began his own independent firm, Cornerstone Financial Consultants.  He was affiliated with FSC Securities Corporation as district manager and financial advisor.  In 1990 he moved his firm to Melbourne, FL.  He is Founder and CEO of Money Strategies, Inc., Money Strategies Advisors, and Let’s Talk Money. He is a registered investment advisor, and insurance representative. 



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