I have worked as a financial advisor since 2003, including here at Edward Jones and also at Raymond James. In 2015, my Branch Office Administrator, Sherry Wurst, and I opened our Edward Jones branch office in Woodbury Hts, NJ.
I earned my CFP® Certification in 2013. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
I am dedicated to developing a financial strategy that is unique to the personalized financial goals and objectives of each of my clients. It is through an initial and ongoing process that I continually define my client's financial goals and objectives through various life stages.
I reside in Woodbury Heights, NJ, with my wife, Jennifer, and our two daughters, Brooke and Bryn. I have been a lifelong resident of Woodbury Heights. I feel fortunate to live and work in the community I serve. I am proud to serve in organizations such as the Rotary Club of Woodbury and the Greater Woodbury Kiwanis Club, and as a member of the board of directors of the United Way of Gloucester County, a Board of Education member of Woodbury Heights Elementary School and member of the Greater Woodbury Chamber of Commerce.
Besides my career interests, I enjoy traveling with my family, particularly to the Boothbay Harbor, ME region. I consistently participate in at least two triathlons per year.
My Personal Interests
- Active Lifestyle
- Spending Time with Family
Office Address1006 Mantua Pike Suite 4
Woodbury Heights, NJ 08097
Phone NumberJim Kelleher at (856) 845-8314
|Mon||08:30AM - 06:00PM|
|Tue||08:30AM - 06:00PM|
|Wed||08:30AM - 08:00PM|
|Thu||08:30AM - 06:00PM|
|Fri||08:30AM - 04:30PM|
|Sat||By Appointment Only|
- Web Conferencing
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