James Stein joined Jones Financial Group in January 2021, coming to us from Citizen’s Securities, Inc. bringing over 30 years of industry experience with him. As a graduate of Indiana University of Pennsylvania, Jim holds a degree in Government and Public Service. Additionally, he holds industry specific designations of Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®) and the prestigious CERTIFIED FINANCIAL PLANNER™ mark.
When he isn’t out working with clients, he enjoys spending time with his family, traveling, gardening and golf.
(06/21)