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Roberts, Jim

President/CEO

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Luminaries 2026

RIAs: Less Than $10 Billion AUM/AUA

Luminaries 2026 Impact Statement

Jim Roberts, Jim Roberts Investment Advisors, had many accomplishments during 2025 — such as being recognized by the Michigan Minority Supplier Development Council (or MMSCD) as a Youth Empowerment and Education Honoree. The MMSDC has over 400 corporate and 1,400 minority owned business members, and the activities of the MMSDC generates over $36 billion in annual economic output. Jim Roberts Investment Advisors is a full-service financial firm committed to helping individuals, businesses and organizations pursue their financial goals. JRIA believes you will be better able to identify your goals and make sound decisions to help reach them by providing sound financial informatio