California Wildfires

Our thoughts are with those impacted by the California wildfires. If your Edward Jones branch is temporarily closed due to impacts from the California wildfires and you need assistance, please call Client Relations at 1-800-441-2357 (Monday – Friday 7 a.m. – 5:30 p.m. CT). Also see: What to do after natural disaster

portrait of Jim Kelleher

About Jim

I have worked as a financial advisor since 2003, including here at Edward Jones and also at Raymond James. In 2015, my Branch Office Administrator, Sherry Wurst, and I opened our Edward Jones branch office in Woodbury Hts, NJ.

I earned my CFP® certification in 2013. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Special Needs Financial Considerations
  • Estate & Legacy Strategies
  • Insurance & Annuities

Work History

  • Edward JonesNovember 2013 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Thomas Jefferson UniversityMaster of Science
  • Rutgers Univ-CamdenBachelor of Science

Personal Interests

  • Active Lifestyle
  • Jogging
  • Reading
  • Spending Time with Family
  • Triathlons

Team Members

  • Sherry Wurst
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 06:00PM
Tue 08:30AM - 06:00PM
Wed 08:30AM - 08:00PM
Thu 08:30AM - 06:00PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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

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