Financial Advisor
James E Mitchell III
MBA, CFP®, CLU®, AAMS®
1622 S 3rd St, Sanford, NC 27330opens in a new windowServing clients with $250,000
Focus Areas
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Charitable Giving
Focus Areas
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Charitable Giving
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®CLU®
Chartered Life Underwriter®AAMS®
Accredited Asset Management Specialist™
Team Members
Jay MitchellAssociate Financial Advisor
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 04:00PM |
| Sat | Closed |
| Sun | Closed |
Phone
(919) 775-1861Fax
(866) 462-6054Office Address
1622 S 3rd StSanford, NC 27330opens in a new window
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.
Read this week’s market update