Jim Meurer

Managing Partner

Jim began at AXA Advisors, LLC Portland in 2001 as one of the first advisors hired into the Retirement Benefits Group (RBG).  The RBG was a team of advisors focused on serving the K-12 school employee marketplace.  After building a successful business practice Jim was offered the opportunity to join the management team in 2003 in Portland and co-direct the RBG.  Jim co-directed the RBG for 8 years before deciding to return to running his financial advising practice.  Since 2011, Jim has continued to build a thriving business focused on his specialty in the Oregon PERS system and retirement income planning. 


Jim grew up in the Portland area, graduating from Jesuit High School in 1995. Jim’s collegiate undergraduate focus was in pre-med where he earned his Bachelor of Science in Biology from Willamette University in 1999.  Jim continued working toward medical school by completing his Master of Science in Physiology and Biophysics from Georgetown University in Washington D.C. in 2000.  Upon returning to Portland Jim had a change of heart and decided to focus on becoming an entrepreneur instead of becoming a physician.

Family and Hobbies:

Jim married his high school sweetheart, Jeni, in 2000.  Jeni is a graduate of Wilson High School in Southwest Portland.  They have two boys, Jake, age 14 and Mason, age 10.  Jim is very active in the local community as a soccer coach for Foothills Soccer Club and also takes on many fundraising duties with the PTA at Rieke Elementary where Jake and Mason attend school.  He is also a Board Member for the American Red Cross Cascades Regions.  He periodically volunteers as both a Smart Reader and as a teacher for Junior Achievement.  Jim spends his free time hiking around the Pacific Northwest, cheering on the Portland Timbers, cooking gourmet meals, scoring well above par on the golf course and constantly rearranging his yard.

California Insurance License #: 0F49942

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Illuminate Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 503-244-1155
Fax 503-344-1966