Edward Jones - Financial Advisor: James H Herndon III, CFP®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax-efficient investing

About

James Herndon is a Certified Financial Planner (CFP®) based in Decatur, Georgia, providing financial planning and investment guidance to local clients. He specializes in helping individuals prepare for retirement, save for education, and engage in tax-smart investing. At Edward Jones, James emphasizes the importance of face-to-face conversations to understand and meet the unique financial goals of his clients. His practice is dedicated to assisting families and individuals in building long-term wealth and achieving their financial aspirations.

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