Jim Booth

Jim Booth, founded Booth Financial Associates in 1992 as a financial services firm focused on the needs of individuals and small businesses, and a consulting firm specializing in administering retail and commercial sales programs for financial institutions. He is a life/health agent, full service insurance broker and registered securities principal of INVEST Financial Corporation.

Mr. Booth’s career background covers 17 years in the banking industry and the last 19 years as head of Booth Financial. He started his career with Chase Manhattan as an operations officer, spent 6 years in the 1970’s as a Director for the American Bankers Association, 6 years with Citicorp as Director of Tax Sheltered Products and ended his banking career with Irving Trust as Director of Financial Services before it was acquired by Bank of NY. In 1989 Jim joined Liberty Financial of Boston as a consultant to market third-party investment programs to banks in the Northeast.

It was then that Jim formed Booth Financial. From 1992-2001, Mr. Booth and his associates implemented, serviced and administered Bank Investment and Insurance Programs. In early 2003 Jim expanded his staff to include additional areas of expertise to serve the expanding needs of the company and its clients.

Jim resides in Norwalk with his wife. He has two sons working with him in the firm.


INVEST Financial Corporation (INVEST), member FINRA, SIPC, a registered broker dealer and federally registered investment advisor, is not affiliated with BFA (Booth Financial Associates). INVEST does not provide tax or legal advice. Please consult your tax or legal adviser for guidance on your particular situation. Securities, advisory services and certain insurance products are offered through INVEST and affiliated insurance agencies.
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