Edward Jones-Financial Advisor: Jim Ward

Edward Jones-Financial Advisor: Jim Ward I hold Series 7 and Series 66 securities registrations and an insurance license. Being involved in the community is a priority for our office.

We strive to provide professional service, clear communication, financial education, and developing trusting relationships in order to exceed clients' expectations while securing confidence in their financial future. My wife, Trinda, who works for American Electric Power, and I have five children, one of which, Madison, recently came to work for our office, plus three grandsons, and one granddaug

hter. I am passionate about helping individuals, families, and businesses achieve their short and long-term financial needs in order to provide peace of mind, generational wealth, and business longevity. I have received the Accredited Asset Management Specialist™ professional designation. In addition to being committed to always continuing my own educational journey, I also enjoy mentoring and coaching new Edward Jones advisors. I am a board member of the Big Brothers Big Sisters of Licking and Perry Counties organization, board member of the Buckeye Lake Region Chamber of Commerce, board member and trustee of the Buckeye Lake Area Civic Association and vice president of the Lakewood Education Foundation board, as well as a member of the Licking Memorial Hospital Development Council, Newark Rotary, Millersport Lions Club, and Licking County Chamber of Commerce, as well as being a mentor for the Young Leaders of Licking County organization along with many years of coaching youth sports. My Office partner Marta (Marty) Carter is our Client Care point-of-contact. Marty and her husband Doug are also deeply rooted in Central Ohio. They both grew up in the neighboring Johnstown/Northridge community where together, they raised their 3 children. Member SIPC.
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We are excited to introduce Amber Gilliam as a new member of our team. Amber graduated from Granville High School in 20...
06/07/2026

We are excited to introduce Amber Gilliam as a new member of our team. Amber graduated from Granville High School in 2021 and just recently moved back to the area. Amber spent the past five years at Pennsylvania Western University-Clarion graduating in January with a double major in finance and economics. She is currently work on completing a Master’s of Business Administration with a concentration in finance. While at Clarion, Amber played softball for the University as a first baseman and this past season earned academic honors for all-conference and all-district.

05/29/2026
This Memorial Day, we honor the men and women who laid down their lives in service to our country.
05/25/2026

This Memorial Day, we honor the men and women who laid down their lives in service to our country.

05/13/2026

Address

4455 Walnut Road, Suite C
Buckeye Lake, OH
43008

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 3:30pm

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