Jim Ward

As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

I have lived in the central Ohio area my entire life and only live a few hundred yards from the home/family farm I grew up on. My wife, Trinda, who works in engineering with American Electric Power, and I have five children, three grandsons, and one granddaughter between us.

Prior to pursuing a career as a financial advisor, I spent many years in the manufacturing industry. My manufacturing career began as a production machinist and culminated into being a Site Operations Manager for one of the largest defense manufacturing companies. However, my passion was always in the financial industry and helping people achieve their long-term financial needs. I hold Series 7 and Series 66 securities registrations and an insurance license. Early in 2021, I received the Accredited Asset Management Specialist™ professional designation. The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education. Study topics include investments and insurance, as well as tax, retirement and estate considerations.

I am very active in the community and am currently a board member of the Big Brothers Big Sisters of Licking and Perry Counties organization, board member of the Buckeye Lake Region Chamber of Commerce, board member and trustee of the Buckeye Lake Area Civic Association and vice president of the Lakewood Education Foundation board, as well as a member of the Licking Memorial Hospital Development Council, Millersport Lions Club and Licking County Chamber of Commerce, and a mentor for the Young Leaders of Licking County organization. I have also spent many years coaching various youth sports.