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 34 years. My husband, Phil, and I have been married for 33 years and I have a 20-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
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