Work History
Edward Jones
Edward JonesNovember 2016 to Current
About James
Envisioning retirement is your job. Helping you get there is ours. Effectively planning for retirement can involve a variety of accounts and investments, including IRAs, employer-sponsored retirement plans (e.g., 401(k)), annuities, equities, mutual funds and insurance. I can help you develop a strategy for working toward your retirement goals.
I began my Edward Jones career in 2016 as a financial advisor in Sarasota. In 2019, I transitioned my office to Venice. Today, Edward Jones serves the Venice community from seven convenient locations.
A 2006 graduate of State University of New York at Fredonia, I hold a bachelor’s degree in business management.
My spouse,...
I began my Edward Jones career in 2016 as a financial advisor in Sarasota. In 2019, I transitioned my office to Venice. Today, Edward Jones serves the Venice community from seven convenient locations.
A 2006 graduate of State University of New York at Fredonia, I hold a bachelor’s degree in business management.
My spouse,...
Focus Areas
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Insurance & Annuities
- New Investors
- Retirement Income Strategies
- Wealth Strategies
Work History
Edward Jones
Edward JonesNovember 2016 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™AAMS™
Accredited Asset Management Specialist™CRPC™
Chartered Retirement Planning Counselor™
Education
SUNY College at Fredonia
SUNY College at FredoniaBachelor of Science
Education
SUNY College at Fredonia
SUNY College at FredoniaBachelor of Science
Personal Interests
- Health & Nutrition
- Jogging
- Spending Time with Family
- Traveling
- Chess
Team Members
Maria Peguero BeltreBranch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:30PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:30PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Location
VeniceFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
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