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portrait of Jamie L Harwood
FINANCIAL ADVISOR

Jamie L Harwood

CFP®, CEPA®
13615 12th Street Suite C, Chino, CA 91710opens in a new window
Referrals Only
Serving clients with $250,000
CallSend Me a Message

About Jamie

I grew up in a working-class family of modest means. My parents taught me the value of hard work, integrity and careful saving. I am proud to pass along those values to my clients and empower them to achieve their goals and live their best financial lives.

As a dedicated financial partner, I guide my clients through the process of growing, protecting and distributing their wealth. I take special care to provide tailored solutions to my clients’ unique situations. Whether their goals include saving for a home, growing a college fund or living their ideal retirements, my clients all appreciate the...

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Entrepreneurs & Business Owners
  • Charitable Giving

Work History

  • Edward JonesFebruary 2005 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Chapman UniversityMasters
  • Univ of California-IrvineBachelor of Arts

Personal Interests

  • Active Lifestyle
  • Mountain Biking
  • Spending Time with Family
  • Auto Racing
  • Car Restoration

Team Members

  • Janet Hunziker
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(909) 393-0463

Fax

(888) 285-6050

Office Address

13615 12th Street Suite C
Chino, CA 91710opens in a new window

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