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portrait of James A Zaiter
FINANCIAL ADVISOR

James A Zaiter

AAMS™
199 South Washington Street, Suite A, Sonora, CA 95370opens in a new window
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About James

I am proud to say that I was born and raised in Michigan in a blue-collar family. Hard work, treating others with respect and an appreciation for all that we have was instilled at a young age by my parents – and has carried over throughout my life.

I graduated with a bachelor's degree in accounting from Ferris State University in Big Rapids, MI. Over the next 25 years, after working for both private and public companies, I always felt like something was missing. In learning through life's experiences, I have found that helping others has led to happiness. This helped...

Focus Areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities

Work History

  • Edward JonesFebruary 2014 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Ferris State UnivBachelor of Science

Personal Interests

  • Community Outreach
  • Personal Fitness
  • Pets
  • Skiing
  • Golfing

Team Members

  • Francesca Oliver
    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 - 01:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(209) 588-0864

Fax

(888) 395-1026

Office Address

199 South Washington Street
Suite A
Sonora, CA 95370opens in a new window

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