Edward Jones- Financial Advisor: Werner James

Edward Jones- Financial Advisor: Werner James ​​Edward Jones is a financial-services firm dedicated to serving the needs of individual investors.

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Last week we had the pleasure of hosting our clients for a 40th Anniversary Party at the Cornelius Pass Roadhouse celebr...
09/30/2026

Last week we had the pleasure of hosting our clients for a 40th Anniversary Party at the Cornelius Pass Roadhouse celebrating 4 decades of service in our Downtown Hillsboro location. For 40 years, this business has been built through relationships - with the people who established it, those who have helped it grow, the team members who served along the way, and the clients and community members who placed their trust in us. Thank you to all of our clients, family and friends for being part of our story.

I’m grateful for the opportunity to attend the 2026 Barron’s Advisor 100 Summit last week in Beverly Hills and connect w...
09/24/2026

I’m grateful for the opportunity to attend the 2026 Barron’s Advisor 100 Summit last week in Beverly Hills and connect with industry leaders, colleagues, and professionals from across the country. This conference brings together financial advisors from a variety of firms throughout the U.S. to experience peer-based communication and explore best practices and was an ideal way for me to stay informed about trends in the industry and explore new ways to bring value to our clients. I came back inspired and am eager to apply what I learned to end the 4th quarter strong!

🌟 Get to Know Our Team! 🌟At Edward Jones, strong relationships are at the heart of everything we do, and that starts wit...
09/10/2026

🌟 Get to Know Our Team! 🌟
At Edward Jones, strong relationships are at the heart of everything we do, and that starts with the people who make our office feel welcoming every day.
Today, we're spotlighting Kari McCormack, FPQP®️, one of our amazing Sr. Branch Office Administrators! 🎉
Kari plays an important role in creating a positive experience for our clients, helping keep our branch running smoothly, and supporting our team as we help clients achieve their financial goals. Her dedication, attention to detail, and friendly personality makes her a valued member of our branch family.
A few fun facts about Kari: ✅ Favorite hobbies: Baking, exploring new restaurants, spending time with her husband and 3 dogs ✅ Dream vacation destination: Australia or Ireland ✅ Best part of working at Edward Jones: Working with incredible clients who have become like family over the years.
We're grateful for all that Kari does for our clients and our team.

Labor Day is more than just a day off work—it’s a moment to recognize the dedication, passion and effort that power our ...
09/07/2026

Labor Day is more than just a day off work—it’s a moment to recognize the dedication, passion and effort that power our communities every day. Thank you to all who contribute their talents and hard work. Wishing you a well earned, relaxing holiday.

🎒📚 Happy First Day of School, Hillsboro students!A huge thank you to our amazing clients who supported our School Supply...
09/01/2026

🎒📚 Happy First Day of School, Hillsboro students!

A huge thank you to our amazing clients who supported our School Supply Drive. Thanks to your generosity, we collected backpacks and school supplies that were recently delivered to Lincoln Street Elementary School, just a few blocks from our office.

We're grateful for the opportunity to help local students start the school year prepared and confident. Your support will make a meaningful difference, and we couldn't have done it without you!

Wishing all students, teachers, and families a fantastic school year. 🍎✏️

There's still time to donate to our School Supply Drive! We've filled one box...can you help us fill another? We are pro...
08/25/2026

There's still time to donate to our School Supply Drive! We've filled one box...can you help us fill another? We are proud to serve as a drop-off location this year for school supplies to help students in need within the Hillsboro School District. New school supplies can be dropped off during normal business hours from August 10th-28th, 2026. Items needed include backpacks, lunch boxes, folders, pencils, markers, crayons, highlighters, glue sticks, binders, pencil pouches, etc. Our office address is: 180 East Main Street, Suite 101, Hillsboro OR 97123. Thank you for your support. NOTE: we cannot accept monetary donations.

Hello, I'm Werner! 👋I'm excited to introduce myself and share a little about who I am.I became a financial advisor becau...
08/21/2026

Hello, I'm Werner! 👋
I'm excited to introduce myself and share a little about who I am.
I became a financial advisor because I believe everyone deserves to feel confident and empowered when making financial decisions. My goal is to simplify complex topics and help clients create plans that align with their values and goals.
When I'm not working with clients, you can usually find me reading, at the gym, with my family or watching baseball, football, soccer or college basketball.
I'd love to connect and learn more about your financial goals!
https://bit.ly/45JKrnt

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks,...
08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/4gxNLbk

We are proud to serve as a drop-off location this year for school supplies to help students in need within the Hillsboro...
08/11/2026

We are proud to serve as a drop-off location this year for school supplies to help students in need within the Hillsboro School District. New school supplies can be dropped off during normal business hours from August 10th-28th, 2026. Items needed include backpacks, lunch boxes, folders, pencils, markers, crayons, highlighters, glue sticks, binders, pencil pouches, etc. Our office address is: 180 East Main Street, Suite 101, Hillsboro OR 97123. Thank you for your support. NOTE: we cannot accept monetary donations.

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Hillsboro, OR

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Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 2:30pm

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