As your Edward Jones branch team, there is nothing more important to us than truly understanding what's important to you. By taking a holistic approach to your financial situation, and by working closely with the other professionals in your life, we can help determine the most appropriate financial strategy for your and your family.
After helping people invest their wealth for over 20 years, I have found that my clients truly appreciate the time that I take to educate them on their strategy and our process, which in turn, empowers them when making decisions.
Our first visit with you will focus on understanding what is important to you. We use an established process to build your personalized strategies and are committed to partnering with you throughout your life to keep you on track. By focusing on what is important to you, our goal is that you feel understood, in control, informed and secure.
My dedicated branch office administrator, Ann Benson, is committed to serving you with the highest level of service.
My family and I have lived in the Bremerton area since 1990, and in addition to serving in various volunteer roles with my firm, I am active in the community as a member of the Bremerton Central Lions Club. I currently serve on the board of the Lions Charitable Foundation.
I would welcome the opportunity to get to know you and your financial goals, especially if you've thought about how a financial advisor could improve your financial future. Call the office to schedule an introductory appointment, and see if it makes sense for us to work together.
- Retirement Income Strategies
- Retirement Savings Strategies
- New Investors
- Special Needs Financial Considerations
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
Phone NumberJim Thatcher at (360) 373-6939
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 03:00PM|
- Web Conferencing
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