portrait of James Zeller

About James

Thank you for your interest in learning more about me and our team. It is a pleasure and privilege to work together with our clients, tailoring strategies to help them understand their priorities and achieve their goals all while celebrating important milestones together.

I began my career at Edward Jones in 2001. Over time, our client families represent those approaching or living in retirement, family business owners, individuals coping with loss or divorce, and professionals. Most have saved and invested prior to meeting me, but desire someone to bring it all together for them while working collaboratively with their CPA...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Divorce Finances
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesMay 2001 to Current

Education

  • Loyola Univ-ChicagoJuris Doctor
  • University of Notre DameBachelor of Arts

Team Members

  • Julie Lopez
    Sr. Branch Office Administrator

Send Me a Message

* Required field
How can we support you?
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

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

  • 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.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More