Edward Jones
Financial Advisors
· Charlottesville, VA
Published in partnership with Edward Jones - Financial Advisor: James S Clark, AAMS®
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James S Clark, AAMS®, is a financial advisor with Edward Jones in Charlottesville serving clients with $500,000+ in investable assets. He specializes in wealth strategies, retirement planning, and business owner finances, including LGBTQ+ financial planning. Clark brings personalized guidance and professional certification to help clients build comprehensive financial strategies.
Best for: Business owners and entrepreneurs, High-net-worth individuals ($500K+), Those planning for retirement income, LGBTQ+ individuals seeking specialized financial guidance
Service area: Charlottesville, VA and surrounding areas
Specialized in Business Owner & Entrepreneur Planning: Clark offers dedicated financial planning for entrepreneurs, business owners, and those managing business retirement plans — a niche focus beyond standard wealth management.
LGBTQ+ Financial Planning Focus: Explicitly serves LGBTQ+ clients with tailored financial strategies that address unique planning needs and considerations for this community.
AAMS® Professional Certification: Holds Accredited Asset Management Specialist designation, demonstrating advanced training in investment strategies and asset management.
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— Ken Taft, Google Review
Book online: Book Online Now →
Phone: (434) 295-1271
Address: 1430 Rolkin Ct Suite 5-102, Charlottesville, VA 22911 (Get directions)