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James Daniels, Financial Advisor

FINANCIAL ADVISOR
James M Daniels

AAMS™, CRPC™
4043 N Damen Ave, Chicago, IL 60618opens in a new window
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • College Savings
  • Insurance & Annuities
  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

About James

I work to help individuals and families committed to their retirements overcome complexity in a volatile investment environment by providing clear, straightforward financial advice while utilizing Edward Jones' vast strategic and portfolio building resources. This allows me to find the investments that fit my client's life goals.

I've been with Edward Jones since 2002 and have helped families invest in a variety of markets. I earned my Bachelor of Arts from Michigan State University and an MBA from the University of Notre Dame. I hold the Accredited Asset Management Specialist™ or AAMS™ and Chartered Retirement Planning Counselor™ or CRPC™ designations,...

Work History

  • Edward JonesSeptember 2002 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • University of Notre DameMaster of Business Admin
  • Michigan State UnivBachelor of Arts

Team Members

  • Fortunata Calderon
    Sr. Branch Office Administrator

Send Me a Message

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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 - 03:30PM
Sat Closed
Sun Closed

Phone

(773) 348-3110

Fax

(877) 262-4923

Office Address

4043 N Damen Ave
Chicago, IL 60618opens in a new window

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