Edward Jones-Financial Advisor: James LeRoy

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Edward Jones-Financial Advisor: James LeRoy I'm proud to say I grew up experiencing life without many resources. I grew up in Wichita, Kansas, and was raised with Midwestern values.

I saw firsthand what life was like when there wasn't enough money to cover current expenses, let alone retirement. Now my life is very different, and it came down to embracing financial literacy along with an intentional change in the way I think about money. I became a financial
advisor because I enjoy relating to others and helping them understand their options so they can reach all their financial goals. My life changed when the girl of my dreams walked through the door at the local Dairy Queen. I was somehow charming enough to date her for a couple years before we started our life together. I joined the military and the Air Force moved us to the beautiful Pacific Northwest where we set down roots and started our family. Serving in the military reinforced how important processes, high standards and discipline were to my success. As I worked my
way through college, working with numbers came natural to me and I earned a double major in accounting and finance from Saint Martin's University. As my career went along, I
earned my MBA from Seattle University and transitioned to roles that were client-facing. I found I was eager to learn what makes each of my clients unique and what's important to them, and how I could personalize strategies to help achieve their goals. Our family grew and we have four wonderful sons along with an Australian Labradoodle. As for hobbies, I love sports or travelling to a warm sandy beach, or heading up to the mountains. I look forward to working with clients who share my values, clients who want someone in their corner as they navigate life, and clients who have a long-term approach to investing. If
that's you, I would love to learn more about you where I can hear both your dreams and your worries. You can reach me at 360-373-6939 or [email protected].
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The first $100,000 is often the hardest milestone to reach — and the most rewarding.Early on, progress can feel slow, es...
10/29/2026

The first $100,000 is often the hardest milestone to reach — and the most rewarding.

Early on, progress can feel slow, especially when you're balancing family, work and other financial priorities. But once your portfolio grows, investment returns can begin doing more of the heavy lifting.

If you're working toward your first $100,000, stay focused on the habits that matter most: investing consistently, staying diversified and remaining committed through market ups and downs. Those habits can make all the difference over time.

Your first $100,000: why it matters most

I'm honored and humbled to have been selected as a coach in the Ted Jones Coaching Program at Edward Jones where I will ...
10/28/2026

I'm honored and humbled to have been selected as a coach in the Ted Jones Coaching Program at Edward Jones where I will coach a promising advisor who is actively growing their practice. What excites me most is the opportunity to coach through thoughtful questions rather than provide answers. I believe helping others discover their own insights will make me a better advisor, teammate, and leader, while strengthening the conversations I have with clients every day.

I'm also grateful to be part of a firm that values giving back. The commitment of Edward Jones associates to volunteerism and service is a big part of what makes this firm so special.

Thank you to the mentors and colleagues who have invested in me over the years. The greatest measure of success is not what we achieve ourselves, but how many others we help grow along the way.

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10/27/2026

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James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/4iHv9qv


A summary of last week's market highlights and economic news.

Edward Jones has been named one of the 2026 Fortune Best Workplaces in Financial Services and Insurance by Fortune and G...
10/22/2026

Edward Jones has been named one of the 2026 Fortune Best Workplaces in Financial Services and Insurance by Fortune and Great Places to Work®.

Behind this recognition are colleagues whose contributions reach our firm and into the communities we serve. Their talent, ideas and dedication shape a workplace where people champion one another and take pride in what they accomplish together.
A culture that attracts talented people, inspires innovation, and helps us deliver on our commitment to serving clients with care and integrity.

Thank you to our colleagues for making this achievement possible. We're proud of their impact, the workplace they shape, and our place among the best in the industry

Disclosure: 2026 Fortune Best Workplaces in Financial Services & Insurance, published October 2026, research by Great Places to Work, data as of August 2025. Compensation provided for using, not obtaining, the rating.

https://bit.ly/3W2QCRY

10/20/2026

As someone who works closely with families, I know just how deeply caregiving can impact your time, your wellbeing and your vision and plans for your future. Our new Financial Impact of Caregiving Report, highlights what caregivers are experiencing and the support that can make a meaningful difference.

Hear what caregivers are saying: https://bit.ly/4jxBJ3L



Source: Edward Jones and Harris Poll, in partnership with Age Wave, 2026.

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Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-oriented and more defensive sectors amid concerns about rates, debt levels and growth expectations.

Mona Mahajan, Head of Investment Strategy, shares her perspective on what's driving the recent market rotation, why the broader fundamental backdrop remains constructive, and what it could mean for investors in the latest Weekly Market Wrap: https://bit.ly/4zHR6v9

Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth ...
10/18/2026

Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities. Let’s build a financial plan that works for you — reach out to start the conversation.

10/13/2026

I understand how overwhelming it can feel in the wake of a job loss. Review these adjustments to your financial strategy that could help. I'm also happy to discuss how you may be able to prioritize your budget as you seek your next career opportunity.

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This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previo...
10/12/2026

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/4yNjk83

Address

2601 Cherry Avenue Suite 308
Bremerton, WA
98310

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 3pm

Telephone

+13603736939

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