James Powell

With eight years of experience in the financial services industry prior to joining Edward Jones, I bring a wealth of experience to help my clients achieve their financial goals.

Holding a bachelor's degree in marketing from BGSU, I am committed to lifelong learning and staying at the forefront of financial strategies as I work toward industry designations, such as the Accredited Asset Management Specialist (AAMS®) and Chartered Financial Consultant (ChFC®). Community involvement is at the heart of who I am. I am an active member of my parish, St. Michaels. Additionally, I find great fulfillment in being part of a 1,000-year-old religious order where we focus on helping the sick and the poor. My family plays a central role in my life; my wife, Danielle, is a dedicated kindergarten teacher at Northview Primary in Findlay, OH. We have four wonderful children: Addison (18), Brielle (16), Dominic (8) and Nolan (6), who inspire me daily to strive for the best. In addition to my professional and personal life, I have a deep passion for various interests. I'm an enthusiast of wine, with a growing appreciation for its complexities. Church history and archaeology have always fascinated me, and I find joy in unraveling the mysteries of our past. Notre Dame and Ohio State football are a source of enjoyment where you may find me enjoying a nice cigar watching the game. And I'm a student of medieval history and culture, a window into fascinating, simpler times long gone. What motivates me as a financial advisor is the opportunity to make a meaningful difference in the lives of my clients. I am driven by the belief that financial well-being is a cornerstone of overall happiness. The trust my clients place in me fuels my dedication to delivering personalized financial strategies that align with their dreams and aspirations. I focus on serving successful individuals and families who are looking to secure a financial future. My ideal client experience is built on a foundation of open communication, trust and a deep understanding of your financial goals. I work closely with my clients to create a tailored financial strategy that not only addresses their immediate needs but also helps set a path towards a prosperous and fulfilling future. Let's connect and explore how I can assist you in achieving your financial aspirations. Your success is my mission, and I'm eager to discuss how our shared interests and values can lead to a more secure and prosperous future.