I work to help individuals and families committed to their retirements overcome complexity and a volatile investment environment by providing clear, straightforward financial advice while utilizing Edward Jones' vast strategic and portfolio building resources. This allows me to find the investments that fit my client's life goals.
I have been with Edward Jones since 2002 and have helped families invest in a variety of markets. I earned a BA from Michigan State University and an MBA from the University of Notre Dame. I hold the Accredited Asset Management Specialist™ (AAMS®)* and Chartered Retirement Planning Counselor (CRPC®) designations, all part of my quest to deeply serve investors, business owners and their families. Prior to coming to Edward Jones, I spent 14 years at Arthur Andersen in Chicago where I worked in a global management role.
My fiancée and I live in Chicago where we spend time with family, friends, our two West Highland terrier dogs, Henry and Belle, and our rescue cat, Alley. I was fortunate to have been raised by parents who impressed upon me at an early age the importance of "saving for a rainy day" and taking a disciplined approach when investing for the long term. My fiancée and I love to travel and have visited many destinations around the world. Some of my favorites include Bali, Budapest, Dubrovnik and Buenos Aires. I also enjoy working on various projects around the house and working in our yard. I consider myself an audiophile and love listening to music of all kinds but prefer classic rock above all else!
*The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
- College Savings
- Insurance & Annuities
- Portfolio Reviews
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
Office Address4043 N Damen Ave
Chicago, IL 60618 opens in a new window
Phone NumberJames M Daniels at (773) 348-3110
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 03:30PM|