Jim List Email & Phone Number
Financial Advisor @ Edward Jones
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Jim List Location
- Charleston, SC, US
Jim List Work
- 1996 -now Financial Advisor @
Jim List Education
- Central Michigan University
M A (Business)
1984-1985 - The Ohio State University
Bachelor's degree (Political Science and Government)
1968-1973
Jim List Skills
- Uniform Combined State Law
- Financial Advisory
- Strategic Financial Planning
- 401k Rollovers
- Investment Strategies
- Portfolio Management
- IRAs
- Investments
- Securities
- Fixed Annuities
- Retirement
- Saving for Education
- Asset Allocation
- Investment Advisory
- Series 7
- Retirement Planning
- Wealth Management
- Mutual Funds
Jim List Summary
- Jim List, based in Charleston, SC, US, is currently a Financial Advisor at Edward Jones. Jim List holds a 1984 - 1985 M A in Business @ Central Michigan University. With a robust skill set that includes Uniform Combined State Law, Financial Advisory, Strategic Financial Planning, 401k Rollovers, Investment Strategies and more. Jim List has 4 emails on RocketReach.
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