Work History
Edward Jones
Edward JonesSeptember 2018 to Current
About Jim
My interest in finance began as a young teenager. After reading through research reports and books on investing, I bought shares of individual companies, funded through several odd jobs that included mowing lawns, lifeguarding, baling hay and shoveling snow. Decades later, my love of investing continues.
My primary mission is to help clients prioritize their goals and then develop an investment strategy geared toward attaining them. This may include saving for a retirement, living in retirement, saving for education or portfolio rebalancing and account consolidation.
Originally from Bettendorf, IA, I attended Southern Methodist University and graduated in the...
My primary mission is to help clients prioritize their goals and then develop an investment strategy geared toward attaining them. This may include saving for a retirement, living in retirement, saving for education or portfolio rebalancing and account consolidation.
Originally from Bettendorf, IA, I attended Southern Methodist University and graduated in the...
Focus Areas
- Portfolio Reviews
- Wealth Strategies
- Business Retirement Plans
- Retirement Income Strategies
- Estate & Legacy Strategies
- Divorce Finances
Work History
Edward Jones
Edward JonesSeptember 2018 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™AAMS™
Accredited Asset Management Specialist™CRPC™
Chartered Retirement Planning Counselor™
Education
Southern Methodist University
Southern Methodist UniversityBachelor of Arts
Education
Southern Methodist University
Southern Methodist UniversityBachelor of Arts
Personal Interests
- Swimming
- Yoga
- Hiking
- Traveling
- Scuba Diving
Team Members
Sonja HathcockSr. Branch Office AdministratorFPQP®
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 06:00PM |
| Mon | 08:00AM - 06:00PM |
| Tue | 08:00AM - 06:00PM |
| Tue | 08:00AM - 06:00PM |
| Wed | 08:00AM - 06:00PM |
| Wed | 08:00AM - 06:00PM |
| Thu | 08:00AM - 06:00PM |
| Thu | 08:00AM - 06:00PM |
| Fri | 08:00AM - 03:00PM |
| Fri | 08:00AM - 03:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 06:00PM |
| Mon | 08:00AM - 06:00PM |
| Tue | 08:00AM - 06:00PM |
| Tue | 08:00AM - 06:00PM |
| Wed | 08:00AM - 06:00PM |
| Wed | 08:00AM - 06:00PM |
| Thu | 08:00AM - 06:00PM |
| Thu | 08:00AM - 06:00PM |
| Fri | 08:00AM - 03:00PM |
| Fri | 08:00AM - 03:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Location
PlanoFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
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