portrait of James L Magee Jr

About James

I became interested in the financial industry while earning my bachelor's degree in finance from Baldwin-Wallace University. I began my career with Equity Trust Company in 2009, where I educated my clients about investments within their retirement accounts. During my time there, I saw many individuals make emotional and disruptive decisions to their life savings because of the state of the economy. This led me to become a financial advisor, so I could directly advise my clients on their investments and help them achieve their long-term goals. I feel very fortunate to be able to use my interests and passions...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • College Savings

Work History

  • Edward JonesOctober 2013 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Baldwin-Wallace CollegeBachelor of Arts

Team Members

  • Julie Bennett
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

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