email

Email Jimmie

public
17700 Castleton St Ste 386

Licensed & Certified to Practice In

verified_user LICENSED SINCE:

-
account_balance LICENSED STATES:

California

check_circle MEMBER SINCE:

October 2018

work Experience

KPMG Peat Marwick Jan. 1, 1988 - Jan. 1, 1990
Accountant
None
Price Waterhouse & Co. Jan. 1, 1990 - Jan. 1, 1991
Accountant
None
Los Angeles County District Attorney's Office Jan. 1, 1993 - Jan. 1, 1993
Legal Extern
None
Roquemore, Pringle & Moore, Inc. Jan. 1, 1995 - Jan. 1, 2001
Associate Attorney
None
Alvarado, Smith and Sanchez Jan. 1, 2001 - Jan. 1, 2001
Associate Attorney
None
Law Offices of Jimmie L. Joe, APLC Jan. 1, 2001 - Current
Principal
None

school Education

Southwestern University School of Law -
JD - Juris Doctor
Univ of Southern Calif -
BS - Bachelor of Science

bookmarkAwards

Certified Specialist - Estate Planning, Trust and Probate Law
State Bar of California - Board of Legal Specialization
2007
Exceptional Achievement Award - Informal Systems of Order
Southwestern Law School
1994
Certified Public Accountant (CPA) (Inactive)
California State Board of Accountancy
1993
Beta Alpha Psi - National Accounting Scholastic Honors
USC School of Accounting
1987

groupAssociations

Laureate in Wealth Strategies
Southern California Institute
2005 - 2008
Trust and Estates Section
Los Angeles County Bar Association
None -
Member
State Bar of California
None -
Founding Member
WealthCounsel
2002 - Current
Founding Member
Advisors Forum
2006 - Current

import_contactsPublished Works

Estate Planning Strategies - Collective Wisdom, Proven Techniques
Wealth Builders Press
Being In Business is a Funny Thing -- Getting Out is Not (A Business Owner's Guide to Growing and Transitioning the Business)
Collaborative Press
Put Your Money Where Your Heart Is
Collaborative Press
The Complete Guide to Estate and Financial Planning in Turbulent Times (3rd Ed.)
Collaborative Press
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