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James Oldham, Financial Advisor

FINANCIAL ADVISOR
James M Oldham

900 Fort Street Mall Suite 930, Honolulu, HI 96813opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Divorce Finances

About James

I became a financial advisor with Edward Jones to serve families in a deep and meaningful way. As an individual investor since 1996, I realize our financial health determines so much of our life's trajectory.

My goal for every interaction is to add value to the financial life of each of my clients. While I may deal in numbers, researching investments and developing financial strategies, what I’m really passionate about is people: working with my clients to help them achieve their long-term financial goals.

On a personal note, I enjoy CrossFit, triathlons and coaching my son's flag football team. I played...

Work History

  • Edward JonesJanuary 2020 to Current

Education

  • Liberty UniversityMaster of Arts

Personal Interests

  • Spending Time with Family
  • Triathlons
  • Hiking
  • Football
  • Skiing

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 By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(808) 587-7668

Fax

(855) 708-8002

Office Address

900 Fort Street Mall Suite 930
Honolulu, HI 96813opens in a new window

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