Skip to Main Content
portrait of Jim Engelman Sr
FINANCIAL ADVISOR

Jim Engelman Sr

623 Main St, Hudson, NC 28638opens in a new window
CallSend Me a Message

About Jim

I became a financial advisor with Edward Jones to serve individuals, families and business owners in a meaningful way. Our financial health determines so much of our life's trajectory, and it is an honor to help my clients organize, plan, protect and transfer their wealth.

I strive to provide my clients the following throughout our time working together:
- A clear explanation of the investments I recommend
- Timely updates on market conditions and volatility
- Transparent explanations of costs

I enjoy working with people who are serious about their finances and who appreciate steady, proactive guidance. My philosophy is to be diligent and pragmatic,...

Focus Areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • New Investors
  • Insurance & Annuities

Work History

  • Edward JonesSeptember 2013 to Current

Personal Interests

  • Sports Enthusiast
  • Outdoor Enthusiast
  • Movies & Entertainment
  • Music
  • Motorcycles

Team Members

  • Brandie Hicks
    Sr. Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

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 - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(828) 728-7920

Fax

(855) 206-9082

Office Address

623 Main St
Hudson, NC 28638opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More