portrait of James Senior
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About James

I am a financial advisor and CERTIFIED FINANCIAL PLANNER™ professional. Serving our clients' best interests is a responsibility we take seriously. Every client in our practice has customized planning unique to their situation. I use a disciplined process that assembles the pieces of your puzzle to help you achieve your goals. We also take pride in providing every client exceptional, proactive service.

Edward Jones celebrated our 100-year anniversary in 2022. Over these years, we have developed expertise serving:

Entrepreneurs and Business Owners
Families
Independent Women
Retirees
The LGBTQ community

Our practice loves helping people. At Edward Jones, we focus on understanding what's important to you, building...

Focus Areas

  • LGBTQ+ Finances
  • Wealth Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies

Work History

  • Edward JonesApril 2012 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®

Education

  • Philadelphia UniversityMaster of Business Admin
  • Ohio University-AthensBachelor of Science

Personal Interests

  • Tennis
  • Reading
  • Personal Fitness
  • History and Museums
  • Animal Rescue

Team Members

  • Colleen Gratz
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

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