As a financial advisor at Edward Jones, I work hard to develop personal relationships with each of my clients based on a deep understanding of their financial needs. I feel that each client entrusts me to help them achieve their financial goals. My team, Annie and Vickie, and I use a goals-based process tailored to your individual goals, and we work hard to provide exceptional service.
I started my career as a financial advisor with Edward Jones In Albuquerque in July 1999. Prior to my career at Edward Jones, I served in the United States Air Force for 23 years as an Air Force pilot.
I have always felt that it is important to continue to learn and improve your knowledge in your profession. Early in my career with Edward Jones, I felt that it was important to become a CFP® professional. In 2002, I was awarded the designation. The Certified Financial Board of Standards Inc. awards CFP® certification to individuals who meet the board's requirements for professionalism in financial services.
Since 2011, I have qualified to attend the Edward Jones annual Managing Partner's Conference four times, an honor reserved for the firm's top 400 financial advisors. I also had the privilege of attending the Financial Advisor Leader's Conference five times.
I have been married to my wife, Vickie, since May 1978. My wife has served as an on-call branch office administrator for my office since June 2000. We have two daughters, Natalie and Megan, who are both Edward Jones financial advisors.
My branch office administrator, Annie Mosimann, joined our team January of 2019. Annie brings 16 years of customer service experience from working in the customer service department at Nordstrom in Phoenix. I am happy to have Annie as part of our team who is dedicated to providing you with the highest level of service.
At Edward Jones, we're focused on you. The firm has people and advanced technology supporting our office so we can help you reach your long-term goals.
My Personal Interests
- Spending Time with Family
- Personal Fitness
Phone NumberJim Sandbothe at (505) 327-1985
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