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James Klocke, Financial Advisor

FINANCIAL ADVISOR
James W Klocke

CFP®
343 S Kirkwood Rd Suite 203, Kirkwood, MO 63122opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Charitable Giving
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • College Savings

About James

I joined Edward Jones as a financial advisor in 2011 and became a limited partner in 2019. My goal as a financial advisor is to create a personal relationship with our clients to help them achieve their financial goals.

I am originally from St. Louis, MO, and went to St. John Vianney High School in Kirkwood. I earned a bachelor's degree in finance from Southeast Missouri State, graduating with summa cum laude honors in 2010 as well as playing collegiate baseball. In 2016, I was inducted into the Southeast Missouri State Athletic Hall of Fame.

In addition, I received the CFP®...

Work History

  • Edward JonesSeptember 2011 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Southeast Missouri State UnivBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Skiing
  • Golfing
  • Culinary Arts

Team Members

  • Ruth Bilbrey
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Phone

(314) 822-3297

Fax

(877) 335-9489

Office Address

343 S Kirkwood Rd Suite 203
Kirkwood, MO 63122opens in a new window

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