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 transmission engineering for American Electric Power, and I have five children between us: Hayli (Ryan), Jessica (Jake), Brandt, Ryan and Madison. We also have two grandsons (Oliver and River) who we adore and love spoiling and spending time with.
Prior to pursuing a career as a financial advisor, I spent 25 years in the manufacturing industry. My manufacturing career began as a production machinist and culminated into being a plant manager for the final few years for one of the largest defense manufacturing companies in the world. However, my passion was always in the financial industry and helping people achieve their long-term financial needs, so after many years of planning and preparing for the career change, Trinda and I decided it was time. I have obtained my Series 7 and Series 66 securities registrations and an insurance license, and I thoroughly enjoy educating clients on the importance of investing and preparing for their futures.
I am very active in the community and am currently a member of the Big Brothers Big Sisters of Licking and Perry Counties board, Licking Memorial Hospital development council, Licking County Chamber of Commerce and Buckeye Lake Region Chamber of Commerce. In the past, I was a member of the United Way campaign cabinet and the Licking County Executive Manufacturers' Council. I also have spent many years coaching softball, baseball and wrestling.
My Personal Interests
- Spending Time with Family
- Personal Fitness
- Community Outreach
Office Address600 N Broad Street
Lancaster, OH 43130
Phone NumberJim Ward at (740) 653-5302
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 04:00PM|
|Sat||By Appointment Only|
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