Jim Clark
Founder and advisor
Jim Clark is the Managing Director and a Financial Advisor at Worth Asset Management, which he co-founded in 2013. He discovered his interest in investing as a high school junior in Lubbock, Texas, when a mentor encouraged him to open his first brokerage account. That early experience sparked a lifelong interest in the stock market and a commitment to helping others navigate their financial futures with clarity and confidence.
Since moving to the Dallas area in 1983, Jim has devoted his career to managing client portfolios and guiding investors through a wide range of market conditions. From 2011 to 2020, he served as the majority owner and Registered Principal of Worth Financial Group, before co-founding Worth Asset Management, where he continues to serve as managing director and investment advisor. His approach is thoughtful and methodical, emphasizing careful analysis, strategic planning, and long-term results.
Jim and his wife, Julie, live in Frisco, Texas, and take great joy in spending time with their two daughters, son-in-law, and grandchildren. Outside of work, he enjoys the calm of the golf course, playing pickleball, shooting sporting clays, and sharing time with family and friends.
Ph: (469) 257-5075
jclark@worthassetmgmt.com
As a retired couple, my husband and I are pleased with Worth Asset Management’s handling of our account. We are constantly kept updated on all activity and meet at least twice a year for full reviews. Everyone at Worth Asset Management’s office is professional and friendly. My husband and I will be with them for many more years.
A Trusted Partner for Our Retirement Years
Keep doing what you are doing! Communication is key and I am most happy to say I found the right firm to assist me with my financial planning.
The Right Firm, the Right Communication
The firm is very professional, has very high integrity and really seems to care about what is best for the client.
A Firm That Truly Puts Clients First
I trust them to take care of my finances and I truly believe they care about me as a person and friend, not just a client.
Hilary M.
You’re not just a Number here
We appreciate the weekly updates on what is going on with our investment. Being up front with all business matters that affect us. Always open to questions and our thoughts.
Ron f.
Transparency you can actually feel
Jim is knowledgeable, friendly and easy to talk to. He understands my financial goals and helps me work towards them. He takes the time to explain things so I understand. I am happy I've made the switch to Worth. Wish I had found Jim and Worth sooner.
i am so Happy I've made the switch to worth
Donna P.
Philip is delightful, helpful and takes his time understanding and explaining. Very grateful after using many different advisors to find Philip.
Helpful, Patient, and Truly Invested in You
Phil is interested in all aspects of our life and he gets involved and interested in my business. He's been the best advisor I have ever had! Just a great experience and Phil reaches out to us consistently.
stu s.
Trusted with business. invested in life.
His ability to invest in products that earn growth in my IRA. Phillip is very down to earth, friendly, explains everything in detail, and is very responsive. I enjoy working with Phillip and I trust his judgment.
Ilene V.
Smart strategy. Zero intimidation.
