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Jim Bates, Financial Advisor

FINANCIAL ADVISOR
Jim Bates

CFP®
34 Water St Unit 4, Mystic, CT 06355opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Retirement Income Strategies
  • Insurance & Annuities

About Jim

I have been a financial advisor with Edward Jones since 2007. Prior to joining Edward Jones, I spent 15 years in the health care industry, first as an EMT and then moving into long-term care where I was a nursing home administrator.

When people hear my background, they all want to know why would I make such a dramatic change? The change was not all that dramatic to me because in each role my job was, and still is, to help others with critical decisions. As an EMT, many of those were life and death decisions. As a nursing home administrator,...

Work History

  • Edward JonesSeptember 2006 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Univ of Massachusetts, LowellMaster of Science

Personal Interests

  • Spending Time with Family
  • Cooking
  • Golfing
  • Hockey
  • History and Museums

Team Members

  • Kristin Bendfeldt
    Sr. Branch Office Administrator
  • Cheryl Zamzes
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Phone

(860) 536-2808

Fax

(800) 630-5431

Office Address

34 Water St Unit 4
Mystic, CT 06355opens in a new window

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