As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you are 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. I can also help with your retirement savings strategy so that you have more options when you retire, regardless of what you decide to do.
In 2001, I began my Edward Jones career as a financial advisor in Rock Hill. I became a limited partner with Edward Jones in January of 2015.
I attended the University of South Carolina and graduated with a BS degree in December of 1991. I hold the AAMS® designation from the College for Financial Planning. The AAMS® designation is awarded 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.
I am originally from the Washington, DC area and have lived in Rock Hill with my wife, Crystal, since 1992. We have two daughters, Cassie and Hailey.
I am the former president of Rock Hill's chapter of Business Network International (BNI) and I am the former president of the Bearcat Backers which is Rock Hill High School's athletic booster club.
My hobbies include sporting clays and making homemade wine.
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Charitable Giving
- Estate & Legacy Strategies
- Intergenerational Planning
My Personal Interests
- Wine Collecting/Enthusiast
Office Address135 East Main Street
Rock Hill, SC 29730
Phone NumberJim Paolone at (803) 980-5550
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More