Earning a Bachelor's Degree in business administration from San Diego State University led me to my career as a financial advisor. I started in 1999 with Morgan Stanley here in Paso Robles, serving as the branch manager for three of those years.
In 2011, I transferred to Edward Jones as a financial advisor, taking over the firm's fifth branch office in Paso Robles. Over the years, I have built a successful practice by helping clients determine their financial goals and building risk-adjusted portfolios to meet those goals. I have experience in retirement income planning, portfolio strategies, estate considerations, wealth transfer and inheritance solutions. I have set up corporate retirement plans including SEP and simple IRAs and 401Ks, and am licensed to help clients with life insurance, long-term care and annuity needs. I have provided education savings accounts to help parents and grandparents save for the educational needs of their families.
My wife and I were married in Paso Robles, where my wife's family has been for six generations. We moved here from the Bay Area in 1999 to raise our family in a good community. I'm an active member of the community, including the Rotary Club, Paso Pops, Pioneer Day and the Winemakers' Cookoff. In the past I have served as a coach in youth softball, St. Rose Church Finance Council and was a member of the Kiwanis Club.
As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what my clients are working toward before they invest their money. We work closely with our clients' CPAs, attorneys and other professionals to make sure we are providing consistent financial advice. We use an established process to help you build personalized financial and retirement savings strategies to reach your goals. Let us show you how we can make a difference.
My Personal Interests
- Spending Time with Family
- Vintage Cars
Office Address2120 Golden Hill Rd Ste 101
Paso Robles, CA 93446
Phone NumberJim Moffatt at (805) 226-9472
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 04:00PM|
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