portrait of Jim Roland

About Jim

I began working with Edward Jones in 1991, in Grand Junction, Colorado.

Over the past 30-plus years of working with individuals and small business owners, I have implemented a wide variety of strategies to increase their financial success.

With the support and resources of Edward Jones, I review and coordinate the variety of investments, insurance, debts and assets accumulated during our client's working career. Using a consistent process of identifying where they are now and where they want to be over the remainder of their lives, we help keep them focused on their goals.

The majority of my time is spent with individuals...

Focus Areas

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

Work History

  • Edward JonesDecember 1991 to Current

Certifications

  • ChFC®

    Chartered Financial Consultant®
  • RICP®

    Retirement Income Certified Professional®
  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Fishing
  • Volunteering
  • Gardening
  • Hunting
  • Traveling

Team Members

  • Wendy Ritzdorf
    Sr. Branch Office Administrator
  • Stephanie Boese
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

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