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James L

Series 63, Series 65, Series 66

Hastings, MI

Edward Jones

James Lundin is a financial advisor with Edward Jones, holding Series 63, 65, and 66 designations and bringing 34 years of industry experience. He has worked at Edward Jones since 2017 and previously spent 13 years at Pacific Life. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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