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James Mashburn, Financial Advisor

FINANCIAL ADVISOR
James D Mashburn Jr

AFFP®
100 Sullivan Street, Suite 111, Punta Gorda, FL 33950opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Charitable Giving
  • Wealth Strategies
  • Business Retirement Plans
  • New Investors
  • Estate & Legacy Strategies

About James

First and foremost, I learn what is most important to you. I love using my established process to help families achieve their goals and what's most important. I truly enjoy solving the complex problems that your goals pose. I am also inspired by the people I meet who have invested for the long-term and are well on their way to achieving their dreams.

I am from Southwest Florida. In fact, I am a 5th generation Floridian! I strive to raise my two children (6th generation!) in a manner consistent with my values and work ethic. We enjoy boating on beautiful Charlotte...

Work History

  • Edward JonesAugust 2018 to Current

Certifications

  • AFFP®

    AFFPUSA

Education

  • Palm Beach Atlantic CollegeMaster of Business Admin

Personal Interests

  • Outdoor Enthusiast
  • Car Restoration
  • Woodworking
  • Fishing
  • Art & Theater

Team Members

  • Kelly Keech
    Sr. Branch Office Administrator
    FPQP®

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 - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(941) 639-1170

Fax

(888) 233-5602

Office Address

100 Sullivan Street
Suite 111
Punta Gorda, FL 33950opens in a new window

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