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Edward Jones - Financial Advisor: James Van Pelt, CFP®

Edward Jones - Financial Advisor: James Van Pelt, CFP®

Finance + Legal Services

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Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believed I could make a difference in the lives of families in my community, and I joined Edward Jones because I discovered their core values aligned with mine. On top of that, I have earned the CFP® certification in order to equip myself with the knowledge and strategies to do just that. At Edward Jones, we make it a priority to get to know each or our client's individual story. My story starts in a small rural town in central Nebraska. My Midwest roots are still very strong and you will often find me talking about Husker football or life lessons I learned on my grandfather's farm. After graduating from the University of Nebraska, I relocated to Phoenix, where I purchased a home in Cave Creek. In my free time, I love hiking, watching sports, watching movies and spending time with my family. My passion is people! I strive to ensure my clients feel heard, and that I understand their unique financial and personal goals. I enjoy guiding my clients through the complex world of investments, enabling each client to understand the investment opportunities available to them and the strategies that we may utilize to help build their financial futures, as well as the costs associated with those investments. I would like to help you with your long-term financial goals, and I invite you to experience the Edward Jones difference where you are the focus.

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