I look forward to working with you, the serious long-term investor, by providing guidance in achieving your financial goals.
Together, we will look at what is important to you by monitoring your goals and tracking account performance during reviews.
I will provide the ideal client experience by helping you accumulate wealth, assisting in distributing your wealth and creating steps to transfer your wealth to the next generation.
When not at work, I enjoy spending time with my wife, Denise, and our five children. My wife and I like to go on walks for exercise. Fishing is my favorite hobby.
Background: Bachelors from Miami University Oxford. Worked with Edward Jones since December of 1983 to current.
Community involvement: United Way, Ashland County Community Foundation, Ashland Chamber of Commerce, Main Street of Ashland, Kiwanis, Ashland Eagles, Ashland Elks.
- Business Retirement Plans
- College Savings
- Insurance & Annuities
- Entrepreneurs & Business Owners
- New Investors
- Portfolio Reviews
My Personal Interests
Office Address141 Claremont
Ashland, OH 44805 opens in a new window
Phone NumberJim Rosby at (419) 289-0400
|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|
- Web Conferencing
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