I began my career 21 years ago as a financial advisor at Waddell & Reed and was employed there for five years before transferring to Edward Jones. I strive to make sure each of my clients are in good hands and are reaching their financial goals. I use an established process and collaborate with CPAs, attorneys, and other industry professionals to ensure the best strategy for my clients and their families or businesses. In the financial industry, there is no "one size fits all". Every client situation is unique, and each receives my full attention and dedication.
As a father of four children, I understand the pressure of juggling kid's schedules, keeping up with health goals and making time for personal interests all while trying to save and plan for the future. One of the many reasons I chose to become a financial advisor is so I could work with individuals that face the same obstacles and be able to eliminate their stress of finances. However, my experience does not stop there. I work with a range of clients such as small business owners, clients considering or living in retirement, clients that are in the process of a job change or are new to town.
I look to work with clients that are goal oriented, engaged in their financial goals, reliable and willing to build a long-term relationship. I have always measured my own personal success by how successful I have made each client. Nothing is more satisfying to me than seeing a long-term client pass new milestones in life knowing that I took part in keeping them financially secure throughout each step.
At Edward Jones, our clients become family, and we will do everything we can to help ensure their financial goals are met. Feel free to give us a call or stop in, we would love to hear from you!
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- College Savings
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Home Improvement
- Sports Enthusiast
Phone NumberJames F Nelson at (316) 733-7426
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