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portrait of James Gilbert
FINANCIAL ADVISOR

James Gilbert

CFP®, ABFP™, AAMS™
155 NE 100th St Bldg B Ste 300, Seattle, WA 98125opens in a new window
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About James

My philosophy as an Edward Jones advisor is to understand what's most important to you, and the focus isn't simply on your finances. I also want to understand your personal values, hopes, and dreams for the future. I was raised with the belief that what we value most in life will guide our financial actions. This is why my team follows an established process which allows us to discover what is unique about you so that our strategies are personalized to you. Our team prides itself on being an engaging resource to you and your family, partnering together while we...

Focus Areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Income Strategies
  • Portfolio Reviews

Work History

  • Edward JonesFebruary 2001 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ABFP™

    Accredited Behavioral Finance Professional™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Lindenwood UniversityMaster of Science
  • Lindenwood UniversityBachelors

Personal Interests

  • Photography
  • Spending Time with Family
  • Traveling
  • Soccer
  • Coaching Sports

Team Members

  • Elena Voronina
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(206) 523-4790

Fax

(888) 221-8236

Office Address

155 NE 100th St Bldg B Ste 300
Seattle, WA 98125opens in a new window

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