My grandfather was a client of Edward Jones and he recognized my passion for finance and helping people. He introduced me to his financial advisor, and two months later, I started my career at Edward Jones. I could never thank him enough for seeing the vision for me in this industry.
My background in accounting and finance has allowed me to serve clients effectively for the last 25 years. After spending eight years in the accounting profession, I established my Edward Jones practice in Tulsa. In 2007, I became a limited partner with Edward Jones. I currently hold the AAMS™ designation through the College for Financial Planning.
My team includes an extraordinary branch office administrator, Tammy Young. Our team uses an established 5-step process to help make each client feel understood, informed, in control and ultimately secure with all aspects of their financial life. I enjoy educating clients and helping them make smart decisions.
Outside of the office, I enjoy spending time with my wife, Jill. I have two sons who are both finance professionals. I also enjoy sailing, fishing and breaking a good sweat while working out.
- Portfolio Reviews
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
- Personal Fitness
Phone NumberJeff James at (918) 747-4712
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:30PM|
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