James Rutherford Email & Phone Number
Financial Advisor @ Edward Jones
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James Rutherford Location
- Des Moines, IA, US
James Rutherford Work
- 2013 - now Financial Advisor @
- 2013 - now Financial Advisor @
- 2012 - 2013 Accounts Payable Specialist @
James Rutherford Education
- College for Financial Planning
Certified Financial Planner CFP®
2023 - 2024 - AIB College of Business
Bachelor's degree (Finance & Accounting)
2004 - 2009 - Creston High School 2000 - 2004
James Rutherford Skills
- Retirement Planning
- Small Business Retirement Planning
- Estate Considerations
- 401k
- 401k Rollovers
- Annuities
- 529 Plans
- College Savings Plans
- SEP IRA
- Simple IRA
- Stocks
- Bonds
- Portfolio Reviews
- Saving Spending & Borrowing Solutions
- Systematic Investing
- Exchange Traded Funds
- Long Term Care Insurance
- Life Insurance
- Trusts
- Portfolio Strategies
- Small Business
- Leadership
- Sales Management
- Saving Spending
- Customer Service
- Saving Spending and Borrowing Solutions
James Rutherford Summary
- James Rutherford, based in Des Moines, IA, US, is currently a Financial Advisor at Edward Jones. James Rutherford brings experience from previous roles at Edward Jones and Ruan Transportation Management Systems. James Rutherford holds a 2023 - 2024 Certified Financial Planner CFP® @ College for Financial Planning. With a robust skill set that includes Retirement Planning, Small Business Retirement Planning, Estate Considerations, 401k, 401k Rollovers and more. James Rutherford has 1 emails and 1 mobile phone numbers on RocketReach.
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