Edward Jones - Jim Moffatt

2120 Golden Hill Rd Ste 101, Paso Robles, California 93446
(805) 226-9472
In 1999, I began my career as a financial advisor with Morgan Stanley in Paso Robles. Over the years, I built a successful practice by helping clients determine their financial goals and building a risk adjusted portfolio to meet those goals. I was the branch manager for three of those years. I have experience in retirement income planning, portfolio strategies, estate considerations and wealth transfer solutions. I have set up corporate retirement plans including SEP and simple IRAs and 401Ks and have my insurance license to help clients with life insurance and annuity needs. I set up education savings accounts for many parents and grandparents to save for the educational needs of their children/ grandchildren. I can help clients address their mortgage needs and banking solutions too. In 2011, I transferred to Edward Jones as a financial advisor, taking over the firm\'s fifth branch office in Paso Robles. I have worked with many of the local CPAs and attorneys to make sure we are p
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Hours of Operation: Monday 8:30 am - 5:00 pm Tuesday 8:30 am - 5:00 pm Wednesday 8:30 am - 5:00 pm Thursday 8:30 am - 5:00 pm Friday 8:30 am - 4:00 pm
Description: Jim Moffatt - Financial Advisor
Email: jim.moffatt@edwardjones.com Website: http://www.edwardjones.com
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