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portrait of Jim Engelman Jr
FINANCIAL ADVISOR

Jim Engelman Jr

160 S Main Street, Marion, NC 28752opens in a new window
Accepting New Clients
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About Jim

I am a financial advisor with a passion to serve individuals, families, and businesses within my community in a meaningful way. My Senior Branch Office Administrator, Melissa Hughes, my true partner in serving our community, and I are here to build our community through serving. She excels at taking care of our clients' administrative needs with exceptional personalized and prompt attention. Together, Melissa, and I have over 18 years of combined experience serving clients and look forward to partnering with you to help meet your goals and strategies.

I have a background in financial strategies, along with the ability to help...

Focus Areas

  • Wealth Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesOctober 2023 to Current
  • Anchor Financial GroupJanuary 2020 to January 2023

Personal Interests

  • Backpacking
  • Mountain Biking
  • Spending Time with Family
  • Fishing
  • Motorcycles

Team Members

  • Melissa Hughes
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(828) 652-4241

Fax

(888) 259-2899

Office Address

160 S Main Street
Marion, NC 28752opens in a new window

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