As an Edward Jones financial advisor, I believe it is important to invest my time understanding your goals 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.
I have earned a master's degree (MBA) in finance from Tulane University in New Orleans, LA. I also have a bachelor's degree in economics, cum laude, from Tulane University. I graduated from Circleville High School with honors.
I joined Edward Jones as a financial advisor in 2006. Previously, I was a financial management consultant with Ernst & Young LLP and Cap Gemini Ernst & Young LLC from 1992-2005.
I have earned the following awards in the past 10 years at Edward Jones: Regional Leader Award; Winners Circle Award; Partners Award; Edward Jones Sr. Founders Award; and Field Trainer Award. I have served in multiple training roles for other financial advisors at Edward Jones.
I have been married 24 years to a high school teacher who works for the Bloom-Carroll Local School District. We are both from Circleville, and I am the fourth generation of my family to live in Pickaway County. My community involvement includes the Circleville Noon Rotary Club, the Pickaway County Chamber of Commerce, Partners for Paws, and 4-H.
Please note that 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.
At Edward Jones, we are focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.
My Personal Interests
- Spending Time with Family
Phone NumberJim Hooks at (740) 420-9496
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