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