We 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, Sally, Sherry and I believe that before you invest your money, we should invest our time and energy in understanding your goals. I will work with you, your CPA, your attorney and other professionals to determine the most appropriate strategy for your unique situation.
I am a veteran of the US Army; I graduated from West Point and served in the Army as a Signal Corps officer. I've also worked for Johnson & Johnson and Merck as a pharmaceutical sales representative. I felt led to join Edward Jones in order to build relationships with individuals and their families and guide them toward their financial goals.
Family is where I find the greatest satisfaction. My beautiful wife, Marie Imoh, and I have been married for 21 years, and we have three children: TJ, Malachi and Elizabeth. I’m a Fairfax native, but we have called Winchester home since 2006.
I find fulfillment in applying my skills, background and interests in ways that benefit our community. I’m vice chair of the Shenandoah University Board of Trustees 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 of the City of Winchester and the Handley Board of Trustees. I am a member of the Top of Virginia Regional Chamber Board of Directors and serve on the finance committees of three community organizations. As a Rotarian, I think globally, as well as locally. A former deacon in my church, I now chair the Missions Committee.
New and unique challenges in recent years have spurred many of us to reprioritize our time and money. Whether you’re planning for retirement, preparing for the unexpected, paying for education or dealing with estate matters, we offer solutions suited to all your financial goals. Instead of a one-size-fits-all approach based on generic guidelines for someone your age or at your stage of life, we believe strategies should be tailor-made. Our purpose is to work alongside you to create a personalized, one-of-a-kind strategy that helps ensure you feel secure in your decisions and gives you confidence about your present and your future.
Focus areas
- Wealth Strategies
- Entrepreneurs & Business Owners
- Military Professionals & Veterans
- Intergenerational Planning
- Estate & Legacy Strategies
- Insurance & Annuities
Focus Areas
- 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
- Volunteering
- Community Outreach
Personal Interests
- Spending Time with Family
- Active Lifestyle
- Personal Fitness
- Volunteering
- Community Outreach
Office Information
Phone Number
James U Imoh at (540) 722-0767Branch Team
- Sherry Allen
- Branch Office Administrator
- Sally Nelson
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Monday | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Tuesday | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wednesday | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thursday | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Friday | 09:00AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Monday | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Tuesday | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wednesday | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thursday | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Friday | 09:00AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Connect on Social
Branch Team
- Sherry Allen
- Branch Office Administrator
- Sally Nelson
- Branch Office Administrator
Branch Team
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