portrait of James A Kingsley
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

About James

With over 40 years of experience in the financial industry, I am a seasoned financial advisor. As a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Asset Management Specialist™, I am focused on delivering a client-centered experience for everyone.

Located in Oak Park and serving the Chicagoland area, I believe it is important to invest my time to determine a personalized financial strategy for your goals. My passion is discovering what is important to you and creating a template for your goals. Monitoring and updating your goals frequently will allow you to achieve success.

I grew up in Paramus, New Jersey, and...

Focus Areas

  • Wealth Strategies
  • Business Retirement Plans
  • Retirement Income Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Portfolio Reviews

Work History

  • Edward JonesJanuary 2004 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Fairfield UniversityBachelors

Team Members

  • Patricia Hokl
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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