• James Senior CFP® - Edward Jones

    James Senior CFP® - Edward Jones


    Financial PlanningInvestments/Insurance

    About Us

    I am a financial advisor and CERTIFIED FINANCIAL PLANNER™ professional. Serving our clients' best interests is a responsibility we take seriously. Every client in our practice has customized planning unique to their situation. I use a disciplined process that assembles the pieces of your puzzle to help you achieve your goals. We also take pride in providing every client exceptional, proactive service.

    Edward Jones celebrated our 100-year anniversary in 2022. Over these years, we have developed expertise serving:

    Entrepreneurs and Business Owners
    Independent Women
    The LGBTQ community


    • Retirement Planning
    • Insurance
    • Investment Securities
    • Financial Services


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    Rep/Contact Info

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    James Senior CFP®
    Financial Advisor