James Addison

Current

• Financial Advisor at Edward Jones

Past

• Commercial Banking Intern at SunTrust Bank

Education

• Vanderbilt University

Connections

14 connections

Industry

Financial Services

Websites

• My Company

James Addison’s Summary

Financial Advisor focused on providing advice and counsel for individuals who want to understand the fundamentals of investing. My goal is to help my clients reach their financial goals, whether that be accumulating wealth, planning for retirement, enjoying retirement, funding the education for their children or grandchildren, or saving on taxes.

James Addison’s Experience

• Financial Advisor

  Edward Jones

  (Privately Held; 10,001 or more employees; Financial Services industry)

  August 2008 — Present (1 year 5 months)

  A financial adviser is a professional who renders investment advice and financial planning services to individuals and businesses. Ideally, the financial advisor helps the client maintain the desired balance of investment income, capital gains, and acceptable level of risk by using proper asset allocation. Financial advisers use stocks, bonds, mutual funds, REITS, options, futures, notes and insurance products to meet the needs of their clients.

• Commercial Banking Intern

  SunTrust Bank

  (Public Company; STI; Banking industry)

  June 2006 — April 2007 (11 months)

James Addison’s Education

• Vanderbilt University

  B.A. , Economics , 2004 — 2008

  Activities and Societies:

  Alpha Kappa Psi, Cafe Con Leche, Every Nation Campus Ministries.

Additional Information

James Addison’s Websites:

• My Company

James Addison’s Interests:

investing, sports, business management, politics.

James Addison’s Contact Settings

Interested In:

• job inquiries
• expertise requests
• business deals
• reference requests
• getting back in touch