As an Edward Jones financial advisor I believe investing my time in understanding what is important to you is one of the most important aspects of my job. Working closely with you to understand your goals helps me to work alongside you, your CPA, attorney and other professionals, to help determine the most sound strategy for you and your family.
In 1999, I joined Edward Jones as a financial advisor in Slinger, WI, where I still work today. I became a limited partner in 2007, and have had the privilege of attending eight Managing Partner's conferences. Managing Partner's conferences are an honor for the top 400 financial advisors in the firm and I enjoy learning from those in attendance.
I received the Accredited Asset Management Specialist (AAMS) professional designation in 2003. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
I believe myself to be a lifelong learner and earned my bachelor's degree from Marion College of Fond Du Lac. Along with earning my bachelor's degree, I served 20 years in the military, both active duty and Air National Guard. I remain an active member in the VFW and American Legion.
You can expect highly personalized services from our team and we pride ourselves on providing you the highest level of service possible. Our goal as an office is to help you reach your goals and to make you feel like part of our Edward Jones family.
My Personal Interests
- Spending Time with Family
- Personal Fitness
Office Address336 E Washington St
Slinger, WI 53086 opens in a new window
Mailing AddressP O Box 694
Slinger, WI 53086
Phone NumberJames J Gehring at (262) 644-7557
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|Fri||08:00AM - 04:00PM|