Alera Group, Inc.

James Counter

Founder of JA Counter
James Counter

Founder of JA Counter & Associates, Inc., Jim Counter, started his career in Milwaukee in 1963 as an insurance agent. He became a Registered Representative in securities 10 years later. He practiced almost all phases of planning and management of the financial planning business. He became a CLU (Chartered Life Underwriter) in 1972 and a ChFC (Chartered Financial Consultant) in 1982. Jim has a Master of Science Degree in Financial Services. Jim specialized in Financial and Estate planning as well as overall investment planning to help analyze the risk and reward elements of investment portfolios. After 38 years of experience in the financial services industry, Jim retired on April 1, 2011.

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    Alera Group, Inc. is aware that there are persons fraudulently impersonating our company by using fake internet domains that appear to look like our legitimate services. If you are contacted by someone claiming to work for Alera Group, or any of our partners, please carefully review the email address and domain. If you have a relationship with our company, please contact us directly and not through any information that is provided in such an email. Please be extremely careful in responding to such emails with personal and financial information, sharing passwords, or any other information of value. Alera Group, or any of our partners, will never send ACH instructions via email and thus we strongly recommend that you verify the authenticity of each wire transfer request by calling your Alera Group contact using the number you have previously called.