Jim Staples, Financial Advisor located in Youngsville, NC

Financial Advisor
Jim Staples

AAMS®, AWMA®
126 W Main Street, Youngsville, NC 27596opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Corporate Executives
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Charitable Giving

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

  • AWMA®

    Accredited Wealth Management Advisor™

Personal Interests

  • Active Lifestyle
  • Community Outreach
  • Hockey
  • Golfing
  • Baseball

Team Members

  • Caroline Staples
    Associate Financial Advisor
  • Kirke Hooper Pate
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri Closed for Holiday
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(919) 556-7562

Fax

(866) 462-5470

Office Address

126 W Main Street
Youngsville, NC 27596opens in a new window

Mailing address

P O Box 789
Youngsville, NC 27596

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.