Merrill Lynch Financial Advisor James Jones

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

James Jones is a financial advisor based in Charlotte, North Carolina, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual client needs, focusing on understanding life goals, risk tolerance, time horizon, and liquidity requirements. As a Certified Financial Planner (CFP®) and Certified Plan Fiduciary Advisor (CPFA), James provides comprehensive financial planning services. His practice primarily serves individuals and families seeking to align their investments with their financial objectives.

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