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James B
ChFC®, Series 63, Series 66
Billings, MT
Edward Jones
James Barnes is a financial advisor at Edward Jones with 26 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. Barnes has been with Edward Jones since 1999 and serves in Billings, MT. He is a member of the Billings Masonic Temple Endowment Board, where he is involved in fund management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Zachary L
Series 66
Billings, MT
Edward Jones
Zachary Lawson is a financial advisor at Edward Jones in Billings, MT, holding a Series 66 designation with three years of industry experience. His prior work includes roles in law enforcement at the Overland Park Police Department and positions in retail and entrepreneurship. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.
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