portrait of James T Elias

About James

As an Edward Jones financial advisor, I enjoy developing long-term relationships with my clients in which you have the opportunity to build wealth, live generously and leave a legacy. I believe it's important to invest my time in understanding your situation and your financial goals before you invest your money. I use an established process to personalize strategies that will help you achieve what is important to you.

I am active in the community, coaching youth sports and partnering with the school districts to empower our students with saving/spending strategies and foundations of investing for their future. I am a proud...

Focus Areas

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

Work History

  • Edward JonesSeptember 2017 to Current

Education

  • Univ of DelawareBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Coaching Sports
  • Community Outreach
  • Golfing

Team Members

  • Veronica Otero
    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 By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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