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Jim Ward, Financial Advisor

FINANCIAL ADVISOR
Jim Ward

AAMS™
4455 Walnut Rd C, Buckeye Lake, OH 43008opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Military Professionals & Veterans
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Wealth Strategies
  • Entrepreneurs & Business Owners

About Jim

In our office, we strive to provide professional service, financial education and develop trusting relationships in order to exceed clients' expectations while helping to secure confidence in their financial future.

I have always lived in the central Ohio area and only live a few hundred yards from the home/family farm I grew up on, where my parents still live today. My wife, Trinda, works for American Electric Power. We have five children, one of which, Madison, recently came to work for our office as a branch office administrator, plus three grandsons and one granddaughter.

Our office is passionate about helping individuals,...

Work History

  • Edward JonesJune 2019 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • University of PhoenixBachelors

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Reading
  • Outdoor Enthusiast
  • Personal Fitness

Team Members

  • Marta Carter
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(740) 527-0889

Fax

(877) 301-7644

Office Address

4455 Walnut Rd C
Buckeye Lake, OH 43008opens in a new window

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