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portrait of James E Mitchell III
FINANCIAL ADVISOR

James E Mitchell III

CFP®, CLU®, AAMS™
1622 S 3rd St, Sanford, NC 27330opens in a new window
CallSend Me a Message

About James

I began my career with Edward Jones in 2001 as a financial advisor. I wanted a career where I could help people change their lives and reach their financial goals.

As an Edward Jones financial advisor, I put my client's interest first. I believe it is important to invest my time in understanding what's important to you and your financial goals before you invest your money. By working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.

I earned a Bachelor of Science from East Carolina University...

Focus Areas

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

Work History

  • Edward JonesDecember 2001 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • CLU®

    Chartered Life Underwriter®
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Campbell UniversityMaster of Business Admin
  • East Carolina UniversityBachelor of Science

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon Closed for Holiday
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

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