Jim McPherson, Financial Advisor

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • College Savings

About Jim

I joined Edward Jones 20 years ago because I wanted to take control of my future and help others do the same. I was drawn to the culture, excellent training and strong reputation that Edward Jones offered. My guiding principle is to work with others the way I would want a financial advisor to work with me.

Julie Ebersole is the branch office administrator in my office. Julie joined me in 2012 and has played a key role in ensuring that we demonstrate to clients that their goals and objectives come before everything else. We enjoy working with people who are...

Work History

  • Edward JonesMay 2000 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Northern Illinois UniversityMBA (Masters of Bus Admin)
  • Augustana College of IllinoisBachelors

Personal Interests

  • Spending Time with Family
  • Cycling
  • Golfing
  • Skiing
  • Hockey

Team Members

  • Julie Ebersole
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

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