Location: Fresno, CA
Office Locator
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Fresno Office

LOCATION INFO
9423 N. Fort Washington Rd.
Fresno, CA 93730
Phone: (559) 434-9800
Toll Free: (866) 434-0045
Fax: (559) 434-9804
ABOUT THIS LOCATION
The Mutual Fund Store in Fresno serves the areas of Merced, Mariposa, Madera and Fresno counties. Visit with an investment advisor for help with your 401(k) rollover, saving for a child’s education or developing a personalized retirement strategy.
Jim Sherwood
CFS, AAMS, CRPS
Managing Partner and Senior Investment Advisor
Jim Sherwood

  • Joined The Mutual Fund Store in 2008. Began his career in the financial services industry in 1979.
  • Successfully completed the Series 7 and 66 licenses administered by FINRA.
  • Earned the distinction of Certified Fund Specialist (CFS), Accredited Asset Management Specialist (AAMS), Chartered Retirement Plans Specialist (CRPS) and Accredited Investment Fiduciary (AIF).
  • B.S. in Finance from Drake University.
  • Married to Debbie. They have five children and three grandchildren.
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