Jamshid “Jim” Hoorfar, Ph.D., CLU®, ChFC®, CLTC 

LPL Financial Planner



Phone: (816) 525-0900(855) 524-4545

Email: jim.hoorfar@lpl.com



I began my career in the insurance and financial services industry in seeking to help people grow and protect their wealth. I enjoy getting to know my clients and building relationships. Even after 40+ years in the financial services industry, I still find that helping my clients is the most satisfying part of my work. In the industry, I have reached recognition for my success by qualifying for the Million Dollar round Table since 1990. Additionally, I was named to the Court of the Table four times and am now a Lifetime member of the Million Dollar Round Table.


  • CLU® - Certified Life Underwriter
  • ChFC® - Chartered Financial Consultant
  • CLTC - Certified in Long Term Care


  • BS in Cost Accounting 1973
  • MS in Industrial Management November 22, 1977
  • MS in Economics June 16,2000
  • PhD in Finance June 14, 2002

Personal Information

My family and I have lived in the Lee's Summit area since 1993. In my spare time, I participate in the Lee's Summit Chamber of Commerce activities and enjoy playing soccer and racquetball at Legacy Park. I have been active in soccer for over 40 years.