portrait of Jim Watts

About Jim

As a boy, I was introduced to saving and investing by my great aunt. Understanding and learning how she saved a little from each paycheck and invested for her future taught me the power of setting objectives and implementing strategies to achieve success. My grandfather was also instrumental in my development. He taught me the value and honor in taking care of others and helping your community. Those early life lessons set me on my life and career path.

My wife and I became Edward Jones clients soon after being married at the age of 22. In 2003, I made...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Charitable Giving
  • Intergenerational Planning

Work History

  • Edward JonesNovember 2003 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • University of CA-Santa BarbaraBachelor of Arts

Personal Interests

  • Backpacking
  • Cycling
  • Hiking
  • Running
  • Active Lifestyle

Team Members

  • Laura Aldecoa
    Sr. Branch Office Administrator

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