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Jim Sproul, Financial Advisor

FINANCIAL ADVISOR
Jim Sproul

CFP®
21234 Olean Boulevard Suite 2a, Port Charlotte, FL 33952opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • College Savings

About Jim

Time is our most important investment. We take the time to understand what is important to you. We take the time to use an established process, recommending strategies that are tailored to your individual and family goals. Then, we take the time to work with you for the long term, helping keep you on track to achieve your goals and providing exceptional service along the way.

A native Floridian, I have lived in Charlotte County since 1990 and have worked at Edward Jones since 2007. I have two adult children who were raised in Charlotte County and now have their own...

Work History

  • Edward JonesAugust 2007 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • University of FloridaMaster of Business Admin

Personal Interests

  • Culinary Arts
  • Pets
  • Music
  • Football
  • Traveling

Team Members

  • Julie Donovan
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(941) 743-4121

Fax

(888) 768-2456

Office Address

21234 Olean Boulevard Suite 2a
Port Charlotte, FL 33952opens in a new window

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