Jim Fendrick

Jim Fendrick Financial Advisor, Florida. It’s important for me to invest my time in understanding your goals and what is important to you.

I enjoy being an active partner in my client’s lives. Working closely with you, your CPA, attorney and other professionals, I help determine the most appropriate financial strategies to help ensure that you achieve your goals. I have an established process to ensure that important financial and personal matters are addressed. I enjoy creating solutions to complex issues and I do that with individu

als helping with personal and business planning and with families managing their trusts. I enjoy having clients all over the country and I embrace web-based conference tools. My office is also one of a limited number of Edward Jones offices in the country that has been allowed to meet clients in person with established procedures to ensure client well being. I am an Air Force veteran, having service in the 1st Special Operations Wing as a helicopter crew chief. Following my time in the Service, I was blessed with a fantastic wife, who was originally from mainland China. We have a daughter in college and young twin boys. I am an active member of several boards in the community in which I live in Florida. I have to add that my time on the Boys and Girls Club board provided the greatest personal satisfaction. I enjoy outdoor activities (camping, hiking, boating, hunting and fishing), art (exploring galleries, doing pottery and metal work), playing guitar, and I love international travel. My assistants Kim and Ying are here to support you and to provide individualize service to you, your family, or business. As an Edward Jones client you are also supported by thousands of people providing insight into economy and world, and ensuring that we have the best processes to keep your family secure. Edward Jones is a financial services firm dedicated to serving the needs of individual clients. Member SIPC.
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Preparing for summer vacation? That doesn't mean losing track of your accounts or goals. Online Access and our app make ...
06/22/2023

Preparing for summer vacation? That doesn't mean losing track of your accounts or goals. Online Access and our app make staying connected with both a breeze, whether relaxing at home or enjoying the sun and surf.

Connect and view accounts you have elsewhere in Online Access.

Do I need an estate plan? What does it mean for my family? How do I start the conversation? If you’ve ever asked yoursel...
06/21/2023

Do I need an estate plan? What does it mean for my family? How do I start the conversation? If you’ve ever asked yourself any of these questions, we have the answers.

Visit our estate strategy hub

It’s officially the first day of summer! What are you going to do on this longest day of the year?
06/20/2023

It’s officially the first day of summer! What are you going to do on this longest day of the year?

Your needs evolve throughout life, so you deserve more than an automated email when it comes to making financial decisio...
06/19/2023

Your needs evolve throughout life, so you deserve more than an automated email when it comes to making financial decisions.

Let’s build yours together.

Sometimes doing nothing is actually quite something. Last week, the Fed did nothing with interest rates for the first ti...
06/19/2023

Sometimes doing nothing is actually quite something. Last week, the Fed did nothing with interest rates for the first time in more than a year, holding its policy rate steady after 10 straight hikes that totaled 5%. The question now becomes: is nothing from the Fed something for the market? In our latest Weekly Market Wrap, we cover what you need to know about the Fed's pause and how we think it may play out for the economy and markets.

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

Here are seven top benefits to working closely with a financial advisor.
06/17/2023

Here are seven top benefits to working closely with a financial advisor.

How our team can help

It's a big milestone. Let's work together to help you build a financial foundation.
06/16/2023

It's a big milestone. Let's work together to help you build a financial foundation.

How to manage your finances

Need some help getting your financial house in order? Don’t do it alone. Send me a message so we can sort it out togethe...
06/15/2023

Need some help getting your financial house in order? Don’t do it alone. Send me a message so we can sort it out together.

Who says you can’t have fun on a budget? Read how to save money while still enjoying life to the fullest.
06/14/2023

Who says you can’t have fun on a budget? Read how to save money while still enjoying life to the fullest.

Here’s how you can do it

Yes, you do! Here are a few of the key pieces to get you started.
06/13/2023

Yes, you do! Here are a few of the key pieces to get you started.

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With recent market volatility and continued uncertainty, you may find yourself asking, “Should I keep my money in cash o...
06/12/2023

With recent market volatility and continued uncertainty, you may find yourself asking, “Should I keep my money in cash or invest it somewhere else?” Watch this webinar live on May 24 at 3:00 CT or on demand after.

This is a 429 error. Try accessing this page directly or wait a few minutes and try again. Everyone has their limits, and we're getting too many requests right now.

Address

Murdock
Port Charlotte, FL
33948

Opening Hours

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

Telephone

+19417430028

Website

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