1400 North Providence Road
Media, PA 19063


(610) 891-9700


(610) 892-2900

James A. Clary, CLU, ChFC, MSM

James A. Clary, CLU, ChFC, MSM

Managing Partner

Jim is a 30 year veteran of the life insurance industry who believes and focuses on the critical role financial advisors make in the lives of their clients. He possesses a unique blend of corporate experiences plus successful field leadership, which few in the industry claim: Strong leader, skilled at mentoring and developing teams, adept at facilitating change and communicating new strategies to a distribution audience. He believes that this combination of skills, experiences and passion for the business are what companies and financial advisors need to integrate their business relationship together successfully.

Prior to becoming the Managing Partner of Evolution Financial Group in 2017, Jim was a Vice President and Regional Development Officer of National Life Group. He was responsible for the growth, development, and profitability of agencies. Jim has occupied many other senior positions as well. He was the Sr. Vice President at Penn Mutual for over 20 years and became the Managing Director of Independence Financial Associates, an agency of Penn Mutual in 2006. He attended Villanova University where he received his Bachelor of Science in Accounting and then went on to obtain his Master of Science in Management and Leadership from the American College. Jim's experiences, education, and leadership make him a valued addition to our Evolution Financial family.

James Clary is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in Pennsylvania.

Jim is insurance licensed in Pennsylvania.

Phone (610) 891-9700
Fax (610) 892-2900
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck