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portrait of Werner James
FINANCIAL ADVISOR

Werner James

CFP®, ChFC®, AAMS™
180 E Main St Suite 101, Hillsboro, OR 97123opens in a new window
CallSend Me a Message

About Werner

I am a financial advisor because I love to help families plan for big events like college and retirement. I started my career with Edward Jones in 2003.

Our branch's senior office administrators are Kari and Alisa. Kari has worked at Edward Jones since March 2011, and Alisa has worked here since May 2016. Our branch likes to know what is important to you. We help you figure out how to reach your goals and make sure you stay on track. Kari and Alisa provide great client service and love to get to know you and your family.

I grew up in...

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • College Savings

Work History

  • Edward JonesSeptember 2003 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Portland State UniversityBachelor of Arts

Personal Interests

  • Reading
  • Personal Fitness
  • Baseball
  • History and Museums
  • Pets

Team Members

  • Kari McCormack
    Sr. Branch Office Administrator
  • Alisa Sonnenberg
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 02:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(503) 648-4375

Fax

(888) 806-4912

Office Address

180 E Main St Suite 101
Hillsboro, OR 97123opens in a new window

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