James Jones, Financial Advisor with Proficient Wealth Strategies

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St. Louis, MO
James Jones, Financial Advisor with Proficient Wealth Strategies

Financial Advisor offering Investment Advisory Services through Eagle Strategies LLC. Testimonials are not a guarantee of future performance or success.

My practice formed our reputation, around the concept of a personalized financial strategy process. We believe in our process because no one product or solution is best for someone in all categories, instead we focus our efforts to design personalized solutions and recommendations in a manner that has your individual interests in mind. I offer a variety of solutions to help individuals, families,

and business owners address a range of financial and insurance needs, including college funding, retirement planning, extended care strategies, and lifetime income planning. If you are interested to better understand your current situation and exploring strategies aligned with your financial goals, feel free to reach out. James Jones is a Financial Advisor offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. He is also an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent, unaffiliated insurance companies. Additionally, he is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency. Any testimonial on this site reflects an individual’s experience and may not be representative of the experience of other clients. I am not licensed in all jurisdictions. AR Lic. #18307350

Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Registered Branch Address:
3 CityPlace Drive, Suite 690
Creve Coeur, MO 63141
(314) 567-9080

Proficient Wealth Strategies is not owned or operated by New York Life Insurance Company or its affiliates. Neither Proficient Wealth Strategies nor New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

05/26/2026

New IRS migration data shows billions in income shifting from high-tax states to lower-tax destinations. Here’s what’s driving the trend and what it means for your finances.

05/25/2026

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.
We are grateful for their sacrifice and hold their families in our thoughts today.

05/12/2026

Small businesses are the backbone of our communities, driving innovation, creating jobs, and making a lasting impact. This month, let’s celebrate and support the local entrepreneurs who make a difference every day!

05/10/2026

Happy Mother's Day to all the new moms cherishing precious moments, the experienced moms who guide with wisdom and patience, and the grandmothers whose love spans generations. Thank you for all that you do!

05/07/2026

I just wanted to remind parents of little dreamers that there's still time to apply for the New York Life Golden Futures Awards and Scholarships. Apply today and turn their passion into possibilities. Contact me to learn more!

05/05/2026

This week we celebrate the entrepreneurs who drive our economy forward. Your hard work, ingenuity, and dedication continue to contribute enormously to our economy and are an inspiration to us all!

05/02/2026

May 2nd is National Life Insurance Day – the perfect reminder to make sure your coverage is keeping up with your life’s changes. Remember, a strong financial strategy protects the ones you love too—let’s review your policy and secure your family’s future.

04/30/2026

Social Security, 401(k) withdrawals, and other common retirement income sources are taxable. Learn how tax-diversification strategies can help. https://bit.ly/3QGaAPL

04/28/2026

Looking for a way to prepay your life insurance premiums? Lock in a 10% interest rate for the first year and 5% for subsequent years on a Premium Deposit Account on select life insurance products. Speak to me today to learn more.
https://nyl.co/3P8ynYb

04/24/2026

Meet our 2025 Scholarship Winners!

Parents—register your high school junior or senior for the 2026 Golden Futures Scholarship: https://bit.ly/41PQZPx

Once registered, they’ll complete financial education modules and a short essay to apply.

Deadline: May 31
Start early to give them the best shot!

Address

3 CityPlace Drive, Suite 690
St. Louis, MO
63109

Website

https://prowealthstrategy.com/

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