Work History
Edward Jones
Edward JonesJuly 2012 to Current
About Jimmy
As an Edward Jones financial advisor with more than 12 years of experience, I believe it’s important to invest my time in understanding what is important to you before you invest your money.
Providing comprehensive wealth strategies involves more than just investment guidance. I welcome the involvement of your CPA, attorney and other professionals to address the entire scope of financial concerns, including your tax mitigation, estate considerations and wealth protection strategies, as well as charitable giving, to tailor a strategy that is appropriate for you and your family.
When we meet, your time at the office is reserved specifically...
Providing comprehensive wealth strategies involves more than just investment guidance. I welcome the involvement of your CPA, attorney and other professionals to address the entire scope of financial concerns, including your tax mitigation, estate considerations and wealth protection strategies, as well as charitable giving, to tailor a strategy that is appropriate for you and your family.
When we meet, your time at the office is reserved specifically...
Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Portfolio Reviews
- Employee Stock Options
Work History
Edward Jones
Edward JonesJuly 2012 to Current
Education
Univ of WI,Stevens Point
Univ of WI,Stevens PointBachelor of ScienceUniv of WI,Stevens Point
Univ of WI,Stevens PointBachelor of Science
Education
Univ of WI,Stevens Point
Univ of WI,Stevens PointBachelor of ScienceUniv of WI,Stevens Point
Univ of WI,Stevens PointBachelor of Science
Personal Interests
- Hiking
- Running
- Traveling
- Snorkeling
- Racquetball
Team Members
Brenda KramerSr. Branch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 07:30AM - 04:30PM |
| Mon | 07:30AM - 04:30PM |
| Tue | 07:30AM - 04:30PM |
| Tue | 07:30AM - 04:30PM |
| Wed | 07:30AM - 04:30PM |
| Wed | 07:30AM - 04:30PM |
| Thu | 07:30AM - 04:30PM |
| Thu | 07:30AM - 04:30PM |
| Fri | 07:30AM - 11:30AM |
| Fri | 07:30AM - 11:30AM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 07:30AM - 04:30PM |
| Mon | 07:30AM - 04:30PM |
| Tue | 07:30AM - 04:30PM |
| Tue | 07:30AM - 04:30PM |
| Wed | 07:30AM - 04:30PM |
| Wed | 07:30AM - 04:30PM |
| Thu | 07:30AM - 04:30PM |
| Thu | 07:30AM - 04:30PM |
| Fri | 07:30AM - 11:30AM |
| Fri | 07:30AM - 11:30AM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Location
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