As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward so you can create a financial strategy. 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, whether for retirement, education savings, buying a home, insurance protection, tax-free investing or simply day-to-day budgeting.
I began my career with Edward Jones in 2002 and became a limited partner with the firm in 2011. I have been presented with the A.F. McKenzie, Ted Jones, Frank Finnegan and Jack Phelan Service Awards.
I earned a bachelor's degree in business from Cardinal Stritch University in Milwaukee and later earned the professional designation of AAMS® through the
College for Financial Planning. 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.
Our branch office is dedicated to providing you with the highest level of service possible. Branch office administrator Stacy Melichar has been with Edward Jones since December 2015. Please don't hesitate to call on her with questions concerning your statements, account activity or to schedule an appointment with me.
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. If you find value in our service, we always welcome an introduction to your family, friends and colleagues.
- Retirement Income Strategies
- Retirement Savings Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- Business Retirement Plans
- Charitable Giving
Office Address780 Elm Grove Rd
Elm Grove, WI 53122 opens in a new window
Phone NumberJim Lemmenes at (262) 785-0516
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
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