James S. Szczybor, CIMA®
Financial Advisor
As an Edward Jones financial advisor, my mission is to help my clients achieve their financial goals through long-term strategic investment. We work as a team with you, your CPA, attorney and the many resources of our home office to design, implement and maintain a personalized financial strategy for you.
I have almost a decade of experience in the financial services industry. After graduating with honors from La Salle University, I started my career with T. Rowe Price in Baltimore, MD. I worked with 401(k)/403(b) plan sponsors, managed relationships with large broker-dealers and became a registered principal of the firm responsible for supervising registered associates.
Having been a client of Edward Jones for over 10 years and working with Edward Jones during my career in financial services industry, I came to know the culture created at Edward Jones by employees all doing what's best for our clients. I was inspired by the client-first culture of Edward Jones when my own Edward Jones financial advisor played a pivotal role in helping my family prepare for life ahead during a particularly difficult time.
I completed the Certified Investment Management Analyst®, CIMA®, program through the Yale University School of Management and the Investments & Wealth Institute. I currently hold my FINRA Series 7, 66 and 24 registrations. I am dedicated to continuing my education to help ensure my clients are well prepared for what's ahead.
My wife, Amy, and I live in Satellite Beach with our 120 lb. puppy, Lux. I enjoy serving on the Pastoral Council at Holy Name of Jesus Catholic Church, being a board member for Case Management Services of Brevard and volunteering with members of the Edward Jones family. Amy and I love this community; and when not working, we enjoy exercising at Trinity Fitness Beachside, golfing, building a Florida Food Forest in the backyard and spending time with family and friends.
I look forward to building a long-lasting relationship.
Sincerely,
James S. Szczybor
Focus areas
- Retirement Savings Strategies
- Wealth Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Charitable Giving
Focus Areas
- Retirement Savings Strategies
- Wealth Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Charitable Giving
My Personal Interests
- Spending Time with Family
- Golfing
- Running
- Traveling
- Volleyball
Personal Interests
- Spending Time with Family
- Golfing
- Running
- Traveling
- Volleyball
Office Information
Phone Number
James S Szczybor at (321) 425-6493Branch Team
- Martina Stanley
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:30PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:30PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Branch Team
- Martina Stanley
- Branch Office Administrator
Branch Team
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