Jim Murray, AIF®, RICP®

Financial Advisor/Partner

Jim Murray, AIF®, RICP®, is a Financial Representative with Principal Financial Group® and a Registered Representative and an Investment Adviser Representative with Principal Securities, Inc. Prior to joining Principal, Jim was Vice President of Jim Murray, Ltd., a sports marketing firm in Rosemont, Pennsylvania founded by Jim Murray, Sr. As marketing representative for Villanova Athletics, Jim was responsible for all advertising sales media, as well as producing and selling advertising for the basketball and football coaches' radio shows.

Jim was also a Financial Analyst with the Philadelphia College of Osteopathic Medicine and managed the university budget of all departments.

He earned a Bachelor of Science degree in Finance from Villanova University in 1992.

In 2002, Jim formed an alliance with John L. McKeever III, CLU®, ChFC®, a successful and experienced financial professional, and in 2015 joined Meghan Houck, AIF®, as new owners of Mr. McKeever's practice. They have created a team that prioritizes client service and satisfaction through building strong, confident relationships while offering support and guidance in retirement planning, investment management strategies, estate planning, and risk management. In 2021, they expanded their team to include John Paul Murray as an advisor.

When Jim is not working with his clients, he is serving his community. He serves as President of the Committee to Benefit the Children, and is also a volunteer coach for the baseball and basketball teams of his parish, St. Francis of Assisi. He and his wife Nancy live in Springfield, Pennsylvania, with their children, Jimmy and Erin.


AIF® (Accredited Investment Fiduciary® ) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF designation does not mean the holder is acting in a fiduciary capacity.


Phone 484-654-0748
Fax 888-463-2018
Mobile Phone 610-996-4751