I grew up in a working-class family of modest means. My parents taught me the value of hard work, integrity and careful saving. I am proud to pass along those values to my clients and empower them to achieve their goals and live their best financial lives.
As a dedicated financial partner, I guide my clients through the process of growing, protecting and distributing their wealth. I take special care to provide tailored solutions to my clients’ unique situations. Whether their goals include saving for a home, growing a college fund or living their ideal retirements, my clients all appreciate the thoughtful, thorough service I provide.
My Sr. Branch Office Administrator, Kelli Jaynes, is an integral part of my team. She is dedicated to providing exceptional client service with kindness and empathy. When beneficial, I also collaborate with clients’ CPAs, attorneys and other trusted professionals, always respecting confidentiality.
My first career was as a computer manager in the manufacturing and transportation industries. I joined Edward Jones to make a more meaningful impact on the people in my community. To better serve my clients, I earned the CERTIFIED FINANCIAL PLANNER™ and Certified Exit Planning Advisor® certifications, which require intensive study and compliance with elevated ethical standards.
Within the firm, I have held numerous leadership positions, including recruiting leader, performance leader and Ted Jones Coach. I am passionate about giving back to 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.
My husband and I have one son and are long-time residents of Chino. In my free time, I enjoy cycling, hiking, woodworking and being outdoors.
To learn more about how my team and I can help you, call my office or email me at
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Income Strategies
- Insurance & Annuities
- Entrepreneurs & Business Owners
- Charitable Giving
My Personal Interests
- Active Lifestyle
- Mountain Biking
- Spending Time with Family
- Auto Racing
- Car Restoration
Phone NumberJamie L Harwood at (909) 393-0463
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More