portrait of Jim Siwek
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About Jim

At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace.

My mission is to help you achieve what's most important to you. That means delivering value where you need it most, using our established process to build your personalized strategies, and helping you stay on track by partnering together with you over the long term. Throughout the process, I maintain open communication to help ensure...

Focus Areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • Wealth Strategies
  • Intergenerational Planning
  • LGBTQ+ Finances

Work History

  • Edward JonesDecember 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • University of PhoenixMaster of Business Admin
  • Florida Atlantic UniversityBachelor of Science

Personal Interests

  • Traveling
  • Spending Time with Family
  • Social Responsibility
  • Music
  • Pets

Team Members

  • Dina Augustine
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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