Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
31 years
Location
Flushing, MI 48433
Edward Jones
Institution
James Wood is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and having 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. Outside of his advisory role, he serves as President of the Flushing Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Based on Edward Jones
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Flushing, MI E Main Street
121 E Main Street
Flushing MI 48433
Advisors at this office
3
Michigan · Texas
31 years of industry experience
Edward D. Jones & CO., L.P.
1994 - Present • 32 years
Flushing, MI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
New Lothrup, MI
Faithful Steward Wealth Management, Inc.
Ronald Jaster is the principal of Faithful Steward Wealth Management, Inc., an independent firm based in New Lothrup, MI. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. In addition to his advisory role, he serves as the treasurer for Maple Grove Township in Saginaw, MI. Faithful Steward Wealth Management serves individual investors and charitable clients with portfolio management, retirement account oversight, and recommendations of third-party investment advisers. The firm offers multiple investment platforms, including actively managed equity and options strategies, mutual fund/ETF portfolios, and a faith-based mutual fund option, utilizing both fundamental and technical analysis.
Series 65
Grand Blanc, MI
Retirement Capital Services LLC
Kenneth Schrauben is a financial advisor at Retirement Capital Services LLC with 13 years of industry experience. He holds the Series 65 designation and has worked at firms including Horter Investment Management and Research Money Management, LLC. Schrauben is also the owner of Equity Pro Shop LLC. Retirement Capital Services LLC serves individuals and high-net-worth clients through portfolio management and financial planning, using a blend of analytical techniques and investment strategies that include alternatives and options. The firm operates as a small, solo-advisor practice offering a diverse and higher-risk investment menu.
Series 65
Grand Blanc, MI
Wealth for You Financial, LLC
Jacob Loucks is a financial advisor with Wealth for You Financial, LLC, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Barnett Financial and Tax, Foguth Financial Group, and various positions outside the financial sector. Wealth For You Financial, LLC offers comprehensive financial planning, consulting, and discretionary portfolio management for individual and high-net-worth clients, utilizing model portfolios and third-party sub-advisers to align with client objectives and risk tolerances. The firm also maintains affiliated insurance and tax businesses and co-manages approximately $65 million in discretionary assets.
Series 65
Grand Blanc, MI
Wealth for You Financial, LLC
Gage Harris is a financial advisor at Wealth for You Financial, LLC with one year of industry experience. He holds a Series 65 credential and has worked at Barnett Financial & Tax, Titan Wealth Advisors, and Rochester Christian University. Outside of his financial advisory role, he teaches piano lessons on a flexible schedule. Wealth for You Financial, LLC offers comprehensive financial planning, consulting, and discretionary portfolio management for individual and high-net-worth clients. The firm implements investment strategies through model portfolios and third-party sub-advisers, with a distinctive structure that integrates insurance and tax services under common ownership.
Series 65
Grand Blanc, MI
Wealth for You Financial, LLC
Parker Barnett is a Series 65-licensed financial advisor with six years of industry experience. He is currently with Wealth For You Financial, LLC and also owns Barnett Financial & Tax, where he operates as an independent insurance agent. Outside of financial advising, he is the owner of Parker Barnett Professional Building, LLC. Wealth For You Financial, LLC offers comprehensive financial planning, consulting, and discretionary portfolio management for individual and high-net-worth clients. The firm employs model portfolios and third-party sub-advisers to align investments with client objectives and risk tolerances, and also has affiliated insurance and tax services under common ownership.
CFP®, Series 65, Series 66, Series 63
Swartz Creek, MI
Security First Financial
Edward Irwin is a CFP® with 15 years of industry experience, currently serving as an advisor at Security First Financial. He has prior experience at firms including Reliable Planning LLC and Thrivent Investment Management. Outside of advisory work, he owns Reliable Portfolio, LLC, a publishing business, and Reliable Planning LLC, which provides business consulting services. Security First Financial offers personalized investment management to individuals, families, businesses, and nonprofits, managing approximately $299 million in assets across around 640 family accounts. The firm operates on a fee-only basis with discretionary management, typically investing in no-load mutual funds, ETFs, and certificates of deposit using multiple methods of analysis.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")