Meet the Professionals Who Can Help You

pursue your goals

At Purpetual Wealth Management, we are passionate about guiding individuals and families towards their ideal retirements. With a team of dedicated and experienced financial advisors, we provide comprehensive guidance and personalized strategies to help you achieve your retirement goals.

meet the team

Our dedicated experts combine their extensive knowledge and experience in the financial industry to provide comprehensive guidance tailored to your unique needs. Allow us to introduce you to our team of passionate professionals:


jim jones

CEO | Financial Advisor

Jim Jones’ experience is extensive, and so is the long list of investment opportunities and options he offers clients.

Jim focuses much of his time and attention on selecting alternative and private equity investment opportunities. His research and due diligence identify best of class, non-market correlated investments geared toward generating consistent reliable income. Jim’s clients have come to trust him for his knowledge, integrity, caring approach and attention to detail.

Jim wants people to attain their dreams of retirement, and that includes income planning to help ensure retirement goals are met. He is nationally recognized and licensed in multiple states.

Jim and his wife live in New Albany, Indiana. He graduated from the University of Louisville with a degree in business administration. Jim is a member of multiple associations and organizations, including the Better Business Bureau and the Financial Planning Association.


fred brockman

Financial Advisor

Fred understands that most people do not have a written retirement plan, they are not sure if they will have income throughout retirement or when and how to invest in the long term. Working in an independent environment gives Fred the ability to understand your individual needs and put together a plan that can change as your needs change.

 Fred began his career building a successful insurance agency and real estate company and brings his experience to help you protect some of your most valuable possessions, your retirement and the peace of mind. Fred and his wife  live in Jasper Indiana, and they anchor their lives in family and faith. Fred has a Series 7, 63, 65 and an insurance license.


mason elmore

Marketing Specialist

Mason’s expertise includes market research, customer segmentation, branding, and digital marketing. He is a creative thinker and problem solver who is always looking for innovative ways to achieve our business objectives here at Purpetual Wealth Management.

Mason is from Louisville, Kentucky and enjoys traveling, working on creative projects, and spending time with family and friends. He also participates in several local organizations focused on small business growth.


pam ruhe

Chief of Operations

As Chief of Operations, Pam Ruhe provides leadership support to the team and is responsible for overseeing the day-to-day administrative and operational functions of the business.

Pam earned her bachelor’s degree from Indiana University and truly values her time and experiences at Purpetual Wealth. She is married with one child and enjoys spending time outdoors with family and friends.

Need More Info?

attend an event

Discover invaluable insights into retirement income strategies, wealth management, and more by attending one of our informational seminars. Our seminars provide a unique opportunity to expand your knowledge and gain practical guidance on securing your financial future.

Connect With Our

trusted financial advisors

By partnering with our trusted financial advisors, you'll gain access to invaluable insights, proactive guidance, and a roadmap towards financial well-being.

or give us a call at (833) 556-0602