My philosophy as an Edward Jones advisor is to understand what's most important to you, and the focus isn't simply on your finances. I also want to understand your personal values, hopes, and dreams for the future. I was raised with the belief that what we value most in life will guide our financial actions. This is why my team follows an established process which allows us to discover what is unique about you so that our strategies are personalized to you. Our team prides itself on being an engaging resource to you and your family, partnering together while we navigate the many joys and challenges that life offers while reaching your goals.
My education includes a Master of Science (M.S.) degree in HR Management and a Bachelor of Arts (B.A.) degree in human resources, as well as earning the CFP® and AAMS® professional designations.
I married my wife, Stacy, in 2007 near St. Louis, MO, and we moved to the Seattle area in 2008 to be closer to family and live in an area where people vacation, drink great coffee and enjoy mild weather. We have two wonderful young daughters who are less than two years apart in age but worlds apart in personality. We also have a great love for animals, and this is tested everyday as we raise our overly exuberant family Beagle, Dexter.
My artistic skills and abilities are limited but I do have a passion for photography. I find great satisfaction and pure enjoyment capturing that perfect moment. It's rare to run into me outside of the office without a camera.
I started my career at Edward Jones in 2001 and thoroughly enjoy helping individuals and families simplify their financial lives. We want you to feel informed and engaged throughout our process so that you can focus on the things that mean the most to you.
My team hopes to meet you soon.
- Estate & Legacy Strategies
- Wealth Strategies
- Retirement Income Strategies
- Portfolio Reviews
My Personal Interests
- Spending Time with Family
- Coaching Sports
Phone NumberJames Gilbert at (206) 523-4790
|Mon||By Appointment Only|
|Tue||By Appointment Only|
|Wed||By Appointment Only|
|Thu||By Appointment Only|
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- Web Conferencing
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