Jim Bardash, JD, CPFA

Jim Bardash, JD, CPFA

Managing Partner

Phone: (614) 389-4777 ext. 2

Attention to detail, good listening and communication skills, and great empathy for his client's financial objectives are the qualities that have guided Jim Bardash in his career. These traits, along with the team at MainStreet Financial Services, allow him to effectively support his clients as they discover, establish and achieve their financial goals.

His practice focuses predominately on physicians, expatriates, high net worth individuals/families and retirees or individuals within 10 years of retirement. Jim's legal background and more than 22 years of wealth and risk management experience serve to provide financial planning, investment management, executive benefit design and wealth transfer strategies to his clients.

Jim earned his Bachelor's degree from Ohio University and his Law Degree from Capital University Law School.

Jim lives in Lewis Center with his wife and their two children. When not at work, they enjoy fishing, boating, skiing and spending time with family and friends. Jim actively supports his children in various sports and is involved with local civic associations where he has presented a variety of financial topics as a guest speaker.

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor.  Annuity and insurance products offered through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc.  Equitable Advisors and Equitable Network are affiliated companies and do not provide tax or legal advice.  Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.  Your receipt of this e-mail does not necessarily indicate that the sender is able to transact business in your state.   

For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

MainStreet Financial is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

CA Insurance Lic. #4046740

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Check the background of this financial professional on FINRA's BrokerCheck