Financial Advisors
Fort Lauderdale, FL
Edward Jones financial advisor James Senior, CFP®, ChFC®, and CEPA® certified, provides personalized financial planning and investment management services to individuals and families in the Fort Lauderdale area. With advanced credentials in financial planning and estate planning, James Senior helps clients build wealth, plan for retirement, and manage their investments through a client-focused approach.
Ideal for: Individuals and families seeking comprehensive retirement planning, high-net-worth investors, those planning for major life transitions, small business owners considering succession planning
Service area: Fort Lauderdale and surrounding South Florida communities
Advanced Certifications: James Senior holds CFP®, ChFC®, and CEPA® designations, demonstrating expertise in comprehensive financial planning, chartered financial consulting, and estate planning.
Personalized Approach: Edward Jones emphasizes one-on-one relationships, working with clients to understand their unique financial goals and develop tailored investment and planning strategies.
Full-Service Financial Planning: Offers comprehensive services including retirement planning, investment management, and estate planning to help clients achieve long-term financial security.
Address: 3471 N Federal Hwy Ste 601, Fort Lauderdale, FL 33306
Phone: (954) 565-5882
Website: edwardjones.com
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