Work History
Edward Jones
Edward JonesNovember 2013 to Current
FINANCIAL ADVISOR
Jim Morman
AAMS™
Marina Town Centre, 325 Harbour Cove Dr Ste 221, Sparks, NV 89434opens in a new window
Focus Areas
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Estate & Legacy Strategies
- College Savings
- Portfolio Reviews
About Jim
The WHO:
My role as a financial advisor started in 2013 when I was recruited. Originally from Chicago, I moved to Lake Tahoe in 1982 and completed my B.S. degree at the University of Nevada, Reno. My education was excellent. Values learned from my parents included a strong work ethic, respect, service and dependability. Catholic upbringing helped! In 2019, I earned the AAMS™ professional designation to increase my knowledge to help my clients in creating strategies to achieve their long-term financial goals. Founded in 1922, Edward Jones provides financial services for individual investors. In 2019, our sixth managing partner, Penny...
My role as a financial advisor started in 2013 when I was recruited. Originally from Chicago, I moved to Lake Tahoe in 1982 and completed my B.S. degree at the University of Nevada, Reno. My education was excellent. Values learned from my parents included a strong work ethic, respect, service and dependability. Catholic upbringing helped! In 2019, I earned the AAMS™ professional designation to increase my knowledge to help my clients in creating strategies to achieve their long-term financial goals. Founded in 1922, Edward Jones provides financial services for individual investors. In 2019, our sixth managing partner, Penny...
Work History
Edward Jones
Edward JonesNovember 2013 to Current
Certifications
AAMS™
Accredited Asset Management Specialist™
Education
Univ of Nevada,Reno
Univ of Nevada,RenoBachelor of Science
Education
Univ of Nevada,Reno
Univ of Nevada,RenoBachelor of Science
Personal Interests
- Active Lifestyle
- Cycling
- Yoga
- Table Tennis
- Traveling
Team Members
Dawn BarnettSr. Branch Office AdministratorFPQP®
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:00PM |
| Mon | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Fri | 08:00AM - 01:00PM |
| Fri | 08:00AM - 01:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:00PM |
| Mon | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Fri | 08:00AM - 01:00PM |
| Fri | 08:00AM - 01:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Location
SparksFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
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