• Jim has been extraordinarily helpful managing my retirement fund, so when I am able, I can have a life doing what I love. -Deborah
• Jim Byrd and his staff are exceptional! Great Client Services! -Freddie
• Jim goes above and beyond to provide excellent advice and service. He has a way of explaining things simply for savvy and non-savvy investors. -George
• Jim and his team have done a terrific job managing our foundations’ accounts. Their good work has enabled us to maximize our philanthropic activities. -Rick
Jim and his team have my full trust with my investments. I have had nothing but the most confidence with Householder Group - Francis
• Jim has been extraordinarily helpful managing my retirement fund, so when I am able, I can have a life doing what I love. -Deborah • Jim Byrd and his staff are exceptional! Great Client Services! -Freddie • Jim goes above and beyond to provide excellent advice and service. He has a way of explaining things simply for savvy and non-savvy investors. -George • Jim and his team have done a terrific job managing our foundations’ accounts. Their good work has enabled us to maximize our philanthropic activities. -Rick Jim and his team have my full trust with my investments. I have had nothing but the most confidence with Householder Group - Francis
Jim Byrd
Regional Vice President
Jim Byrd is an experienced investment professional. He specializes in financial and estate planning strategies, as well as asset allocation. With over 20 years of experience, Jim has focused on helping his clients—individuals, families, and small businesses—address their specific financial goals and objectives. Jim majored in Business Administration at the University of New Mexico and currently holds his Series 7 securities registration through LPL Financial and his Series 66 securities registration through LPL Financial and Householder Group Estate & Retirement Specialists and is licensed through the state of New Mexico for life & health insurance, long-term care, and annuity. Jim has partnered with Householder Group because they share his dedication to the same goals and objectives he believes are necessary to achieve successful outcomes for his clients with integrity and transparency.
Like Householder Group, Jim’s focus is on tax strategies and estate-planning techniques endeavoring to reduce income and estate taxes for his clients. In addition, Jim leverages his considerable experience, education, training, and the availability of sophisticated investment strategies to focus on capital, preservation, distribution plans for retirement, hands-on investment management strategies, tax planning, business analysis, estate and risk management strategies, and multi-generational wealth preparation. He has the experience, education, and vital tools to help his clients design and implement a strategic plan to pursue their individual financial goals in the critical areas of the financial landscape.
Jim is a Native New Mexican and currently is living in the East Mountains. You’ll often find him with his family & friends enjoying any number of outdoor activities including horseback riding, camping, golfing or playing tennis. Jim is currently a member and a former President of the Moriarty / Edgewood Rotary Club, a former Board Member of the Greater East Mountain Chamber of Commerce, a former SCORE mentor, and a former Chairman of the Board for the New Mexico Development Loan Fund.
We don’t represent a group of investment products, we represent you.
Office Location
8000 Pennsylvania Circle, Suite B
Albuquerque, NM 87110