James Grasee is a financial advisor with Edward Jones in Green Bay, WI, holding a Series 63 designation and bringing 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he is the owner of a real estate holding company, Poppy Seed Properties, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm operates a large network of advisors and branch offices and offers fiduciary-standard services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

James Johnson is a financial advisor at Edward Jones with seven years of industry experience. He has held his current role since 2018 and previously worked for ten years at Penske Mercedes-Benz of West Covina. Johnson holds the Series 66 designation. 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 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.