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portrait of Jim Talley
FINANCIAL ADVISOR

Jim Talley

CFP®, AAMS™
2703 Beaver Avenue, Des Moines, IA 50310opens in a new window
Client by Referral
CallSend Me a Message

About Jim

Throughout my more than 20 years as a financial advisor, I have developed a passion for helping people grow, protect and enjoy their wealth by bringing organization to their financial life. I am diligent about asking good questions to help clients clarify, prioritize and achieve their goals, as well as partner with them to stay on track throughout their entire life. I find it rewarding to emotionally connect with clients and help them discover the gap between where they are now and where they want to be in the future. My relationships with clients often extend to their children and...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Intergenerational Planning
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesDecember 2004 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Bemidji St UnivBachelors

Personal Interests

  • Fishing
  • Art & Theater
  • Music
  • Bowling
  • Skiing

Team Members

  • Alison Mitts
    Sr. Branch Office Administrator
    FPQP®
  • Sheila Begg
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 07:00PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Phone

(515) 279-4179

Fax

(877) 222-6747

Office Address

2703 Beaver Avenue
Des Moines, IA 50310opens in a new window

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