James Needy, Financial Advisor located in San Diego, CA

Financial Advisor
James P Needy

6165 Greenwich Dr Suite 120, San Diego, CA 92122opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Portfolio Reviews
  • Entrepreneurs & Business Owners

Personal Interests

  • Sports Enthusiast
  • Snowboarding
  • Volunteering
  • Golfing
  • Health & Nutrition

Team Members

  • Naomi Sanders
    Sr. Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(858) 658-0532

Fax

(888) 294-1975

Office Address

6165 Greenwich Dr Suite 120
San Diego, CA 92122opens 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.