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portrait of Jim Haack
FINANCIAL ADVISOR

Jim Haack

AAMS™
1347 Monterey Street, San Luis Obispo, CA 93401opens in a new window
CallSend Me a Message

About Jim

Having worn many different hats in my career, I’m grateful to have had so many experiences. As a result, I see the world with an open mind and from various perspectives.

The greatest eye-opening experience I had was working in the Middle East, helping deliver and maintain firetrucks and related equipment. The people I met and travel opportunities I enjoyed were amazing.

Returning from the desert climate, it was time for college, and I attended Arizona State University in Tempe. Business and finance were very much on my mind and my degree in finance has been extremely beneficial.

After school, I worked...

Focus Areas

  • Charitable Giving
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Income Strategies

Work History

  • Edward JonesJuly 2002 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Arizona State UniversityBachelor of Science

Personal Interests

  • Golfing
  • Cycling
  • Woodworking
  • Bird Watching

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 01:00PM
Sat Closed
Sun Closed

Phone

(805) 543-1733

Fax

(877) 774-9864

Office Address

1347 Monterey Street
San Luis Obispo, CA 93401opens in a new window

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