My clients can expect a consultative approach to their financial needs. They can also expect personal attention and prompt answers to financial questions and concerns.
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.
In 2005, I began my Edward Jones career as a financial advisor in Erie. I received a limited partnership with Edward Jones in 2011. I serve the firm on the regional leadership team.
I served in the U.S. Navy for 10 years. I earned a bachelor's degree in chemical engineering from Purdue University. In addition, I received the AAMS® and CFP® professional designations in 2008 and 2011.
My wife, Jennifer, and I have two children, Noah and Amelia. Originally from Indianapolis, we have lived in Fairview since 2005. I am an active member of the community, involved with the March of Dimes, UPMC/Hamot Corporators, Fairview School Foundation and The Fairview School Board.
My senior branch office administrator, Lorie, and branch office administrator, Kathy, have 50-plus years of combined industry experience, and they are dedicated to providing you with the highest level of service possible.
We provide the investment services and tools our clients need to help complete a road map for their financial future.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Socially Conscious Investing
- Entrepreneurs & Business Owners
- Military Professionals & Veterans
My Personal Interests
- Spending Time with Family
- Personal Fitness
- Sports Enthusiast
Office Address1760 West 8th Street
Erie, PA 16505 opens in a new window
Phone NumberJim Lyons at (814) 459-8657
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