As your Edward Jones branch team, we believe it's important to commit our time and energy to understanding your needs and objectives before you invest your money. Working closely with you and your CPA, attorney or other professionals, I can help determine the most appropriate financial strategy for you and your family.
In 1999, I began my Edward Jones career and was invited to become a limited partner in 2010. I earned degrees and certificates from Indiana University, Michigan State University and Northwestern University. In addition, I received the CFP® professional designation in 2009. The Certified Financial Planner Board of Standards, Inc. awards the CFP® certification to individuals who meet the board's requirements for professionalism in financial services, agree to abide by the board's Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
I have served Edward Jones as a member of the regional leadership team as well as a profitability coach, mentor and field trainer. I have been active in business and civic affairs in Indiana for many years. In my previous career, I held multiple leadership positions in the physical therapy professional association. As the owner of a health care business, I dealt with many of the same issues faced by small business owners today.
My branch office administrator, Rachel Allen, joined our office in 2021. Rachel is skilled at handling the administrative aspects of our office. Please don't hesitate to call Rachel with questions concerning your statement, dividends, stock certificates or your account in general.
We work hard to provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.
Phone NumberJames J Solon at (260) 471-0013
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