I believe that it is important to understand what clients are working toward before offering them investment advice. I listen, care and wholeheartedly dedicate myself to helping my clients achieve their definition of financial success. My senior branch office administrator, Beverly Tomlinson, and I believe the key to building strong relationships is meeting face to face as much as possible.
I began my Edward Jones career in 2002, became a limited partner in 2007 and was named as regional leader in 2018. But really, I'm most proud of how we've been able to help our clients over the years.
I serve a diversity of clients with widely ranging goals. My clients often come to me during times of transition, such as retirement or receiving an inheritance. I enjoy the challenge of developing complex financial strategies in collaboration with other professionals like my clients' accountants and attorneys.
Outside of the office, I serve as chairman of the board for the Port Orange Firefighters and Emergency Workers Pension Board. I enjoy traveling, running, hiking and time with my daughter.
- Insurance & Annuities
- Retirement Income Strategies
- Wealth Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
My Personal Interests
- Sports Enthusiast
- Personal Fitness
Phone NumberJim Reardon at (386) 767-1132
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