As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. Working closely with you and 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.
In 2000, I began my Edward Jones career as a financial advisor and in 2015, became a limited partner with the firm. As a full-service brokerage firm and private partnership, Edward Jones serves nearly 7 million investors with convenient, personalized approaches through more than 17,000 financial advisors in the United States and Canada.
I earned a bachelor's degree in finance from the University of Missouri-St. Louis in 2000. In addition, I earned the CERTIFIED FINANCIAL PLANNER™ certification 2012.
I was born and raised in St. Louis. My wife, Adrianne, and I have been married since 2005. In November 2013, we welcomed our twins, Francesca and James, into our lives. Francesca loves competing in gymnastics and dance while James keeps busy with soccer, baseball and basketball.
Relationships are key, and in my view, meeting face to face builds strong relationships. I meet when it’s convenient for our clients because I recognize the challenging needs of their businesses and their lives. I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Wealth Strategies
My Personal Interests
- Spending Time with Family
- Coaching Sports
Phone NumberJim Caruso at (314) 966-9815
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