James Engelman Jr. is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has previously worked at Transamerica Life Insurance Company and American United Life. His experience also includes a background outside of finance at Quality Care Transmission & Auto. 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 and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.

James Boles is a financial advisor with Edward Jones in Marion, NC, holding the CFP® designation and Series 66 license. He has seven years of industry experience, including five years at Enterprise Holdings before joining Edward Jones in 2018. Outside of his advisory role, he volunteers with WMIT Blue Ridge Broadcasting, assisting with event setup and engaging with attendees. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages over $1 trillion in assets across a nationwide network of more than 23,000 financial advisors and offers a range of advisory programs with discretionary and non-discretionary strategies.