Werner James

Originally from Tucson, AZ, I moved to the Portland area in 1999 and Hillsboro specifically in 2003. I became a financial advisor with Edward Jones in 2004, a Certified Financial Planner™ (CFP®) in 2010, and a Chartered Financial Consultant™ (ChFC®) in 2019.

The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

I enjoy helping families plan for large life events like retirement, education for children or grandchildren and the unexpected. I also enjoy helping clients with planning how they will take their retirement income or pay for college when the time comes.

Together with my branch office administrators, Kari and Alisa, our office seeks to provide an ideal client experience by understanding what is important to our clients and customizing strategies to help them achieve their goals. Then we partner together throughout the years to ensure we are still on track.

I live in Hillsboro with my wife, Amy, son, Luke, and daughter, Jocelyn, who are both students in the Hillsboro School District. I am an avid fan of the Boston Red Sox and University of Arizona Wildcat basketball team and enjoying reading (specifically history and biographies) in my spare time. Additionally, I serve as a regional leader for Edward Jones in the Western Portland area.