Jimmy D. Epley has been in the tax and financial industry since 1997. He obtained his investment licenses in 2002. He has helped clients maneuver through 2 market downturns since then. He is adept at keeping his clients engaged in their desires. JD's Wealth Management Group, LLC was formed in 2011 with a vision of helping all clients with their wealth management needs. He likes to work with retired clients and pre retirees with $250,000+ in investable assets. He works hand in hand helping them to achieve their retirement goals with a vision of protecting their assets while at the same time minimizing their taxes.