Jimmy Mortimer

Jimmy Mortimer serves as the Chief Investment Officer at Solidarity Wealth, bringing decades of investment experience and strategic portfolio management expertise to the firm. His passion for investing began in high school in the late 1990s, when he built his first stock portfolio. Those early experiences shaped his investment philosophy, emphasizing prudent risk management and long-term financial stability.

In 2006, Jimmy joined Wells Fargo Investments as a Senior Trading Associate, later becoming part of Wells Fargo Advisors’ largest team in the Intermountain West. There, he managed stock and bond portfolios for high-net-worth clients, developing a deep understanding of portfolio construction and wealth preservation strategies. While working, he pursued graduate studies at the Heider School of Business at Creighton University, specializing in financial analysis and portfolio management.

Recognizing the evolving needs of investors in a changing economic environment, Jimmy has spent the past decade refining his approach to income generation and portfolio diversification. He focuses on designing strategies that prioritize stability, liquidity, and risk-adjusted returns—helping clients preserve and grow their wealth across market cycles.

In 2021, Jimmy co-founded Solidarity Wealth, an independent wealth management firm serving successful entrepreneurs, executives, and multi-generational families. As CIO, he oversees the firm’s investment strategy, applying a disciplined and research-driven approach to portfolio management. His experience in risk-managed investing allows him to develop strategies tailored to clients’ financial goals, with a focus on diversification, income generation, and long-term stability.