We exist to serve our community by helping families and business owners strengthen their financial futures by organizing, growing, protecting and transferring wealth optimally.
As your Edward Jones branch team, Joe, Sally, and I believe that before you invest your money, we should invest our time and energy in understanding your aspirations. We work with you and your CPA, attorney and other professionals to help determine the best financial strategy.
I am a veteran of the US Army, having graduated from West Point in 1996 with a bachelor's degree in mechanical engineering. After serving as an Army Signal Corps officer and working as a pharmaceutical sales representative, I came to Edward Jones because I wanted to help individuals and families reach their financial goals.
Family is where I find the greatest satisfaction. My beautiful wife, Marie Imoh, and I have been married for 19 years, and we have three children: TJ, Malachi and Elizabeth. I’m a Fairfax native, but we have called Winchester home since 2006.
I also find fulfilment in applying my skills, background and interests in ways that benefit the community. I’m a trustee at Shenandoah University and a member of the Investment and Endowment Committee. I work directly with students in the university’s leadership and mentoring program. I’m on the board of the economic development authority (EDA) of the City of Winchester and the finance committee of the Top of Virginia Regional Chamber of Commerce. As a Rotarian, I think globally, as well as locally. A former deacon in my church, I now chair the missions committee.
The human touch is essential to us. One-size-fits-all may be fine for some investors, but we believe investments should be tailor-made and not generically based on guidelines for someone your age or at your stage of life. Whether you need to plan for retirement, prepare for the unexpected, pay for education or deal with estate matters, we offer solutions suited to all your financial goals.
- Wealth Strategies
- Entrepreneurs & Business Owners
- Military Professionals & Veterans
- Intergenerational Planning
- Estate & Legacy Strategies
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Active Lifestyle
- Personal Fitness
- Community Outreach
Office Address13 West Piccadilly Street
Winchester, VA 22601
Phone NumberJames U Imoh at (540) 722-0767
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 05:00PM|
|Sat||By Appointment Only|
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