James Beard Email & Phone Number
Financial Advisor @ Edward Jones
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James Beard Location
- Evansville, IN, US
James Beard Work
- Financial Advisor @ (August 2016 - Present)
- LPL Financial Advisor @ Old National Investments (February 2013 - July 2016)
James Beard Education
- Murray State University
Bachelor of Science (Financial Planning)
2013
James Beard Skills
- 401k Options
- Business Retirement Plans
- Education Savings
- Fixed Income
- IRAs
- Investments
- Portfolio Reviews
- Retirement Planning
James Beard Summary
- James Beard, based in Evansville, IN, US, is currently a Financial Advisor at Edward Jones. James Beard brings experience from previous roles at Old National Investments. James Beard holds a Bachelor of Science in Financial Planning @ Murray State University. With a robust skill set that includes 401k Options, Business Retirement Plans, Education Savings, Fixed Income, IRAs and more. James Beard has 4 emails and 2 mobile phone numbers on RocketReach.
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