I love what I do with, and for, my clients. Listening to their goals and dreams inspires me to help develop appropriate solutions for them. I grew up in a family of modest means, but a strong work ethic. I have learned how to educate and help my clients reach higher levels of financial success for themselves and their families.
I guide my clients through their lives of growing, protecting and distributing their wealth. I take special care and thought in to helping my clients have a healthy and prosperous retirement as well as helping them fulfill their giving and legacy goals.
For the past 15 years, I have served as a financial advisor with Edward Jones. Before joining Edward Jones, I worked for 20 years as a computer manager in the manufacturing and transportation industries.
Active in the community, I am currently the board chair of the Chino Valley YMCA, a board member of the West End YMCA and a board member of the Chino Youth Museum. I also serve on the Chino Community Services Commission. Community involvement and a passion for youth development is important to me and my family.
I have been a resident of Chino for the past 33 years. My husband, Phil, and I have been married for 32 years and I have a 19-year-old son, Taylor. I enjoy cycling and hiking, basically anything outdoors!
- Business Retirement Plans
- Estate & Legacy Strategies
- Insurance & Annuities
- Retirement Income Strategies
- Wealth Strategies
Office Address6921 Edison Ave Suite B
Chino, CA 91710
Phone NumberJamie L Harwood at (909) 393-0463
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:00AM - 03:00PM|
|Sat||By Appointment Only|
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