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portrait of Jim Staples
FINANCIAL ADVISOR

Jim Staples

AAMS™
126 W Main Street, Youngsville, NC 27596opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

About Jim

Our branch team is a financial advising team primarily focused on a select group of very successful business owners, professionals and people who value advice and who, among other things, aspire to a work-optional lifestyle. Work becomes a choice. We have developed and refined a process that helps put all the pieces of the financial strategy together for our clients.

We want to know what matters to our clients and why. We then partner with you for life. As your life unfolds and your needs evolve, you can feel confident that we have the pieces to help you stay on...

Focus Areas

  • Corporate Executives
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Charitable Giving

Work History

  • Edward JonesDecember 2001 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • East Carolina UniversityBachelor of Science

Personal Interests

  • Active Lifestyle
  • Community Outreach
  • Hockey
  • Golfing
  • Baseball

Team Members

  • Caroline Staples
    Registered Branch Associate
  • Kirke Hooper Pate
    Sr. Branch Office Administrator

Send Me a Message

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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

  • Evenings
  • Web Conferencing

Phone

(919) 556-7562

Fax

(866) 462-5470

Office Address

126 W Main Street
Youngsville, NC 27596opens in a new window

Mailing address

P O Box 789
Youngsville, NC 27596

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