Jim Anderson

Hi, I'm Jim Anderson, your local Edward Jones financial advisor.

As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.

I was introduced to the idea of being a financial advisor by my own financial advisor and soon began training. After a year of mentoring, I opened my own branch in East Aurora on January 11, 2012 to better serve the community and to be closer to my family. I enjoy being able to make a meaningful difference in the lives of others.

I earned my CFP® Certification in April 2021. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services.

My wife, Janelle, is originally from East Aurora, and we live in the town of Aurora. We are the proud parents of three children: Kenyon, Kalista and Isla. Living in East Aurora with my family gives me a chance to get to know our community better!

In 2013, senior branch office administrator Julie Fischione became part of my team. Prior to coming to Edward Jones, she held various administrative positions and proudly served in the New York Air National Guard for seven years. Spending time with her family is her favorite thing to do, especially her four grandchildren. Julie is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call her.

We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.