
James Joynes
Jim Joynes is a Vice President and Wealth Management Advisor in Merrill Lynch's Duluth, Minnesota Office. As... | Duluth, Duluth, United States
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James Joynes’s Emails ja****@ml****.com
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James Joynes’s Location Duluth, Duluth, United States
James Joynes’s Expertise Jim Joynes is a Vice President and Wealth Management Advisor in Merrill Lynch's Duluth, Minnesota Office. As a Wealth Management Advisor, Jim helps clients determine long-term financial goals and implement customized investment strategies. He is able to provide a wide array of financial services including wealth management, helping you develop financial strategies, retirement planning, college planning, and portfolio development. Jim is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. Jim holds the Chartered Retirement Planning Counselor? (CRPC®) designation from the College of Financial Planning. Jim joined Merrill Lynch in 1987 after graduating from the University of Minnesota in Duluth, where he majored in Finance and Marketing. Chartered Retirement Plan Counselor℠ (CRPC®) is a registered service mark of The College of Financial Planning.
James Joynes’s Current Industry Merrill Lynch Wealth Management, Bank of America Corporation
James
Joynes’s Prior Industry
Merrill Lynch Wealth Management, Bank of America Corporation
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Work Experience

Merrill Lynch Wealth Management, Bank of America Corporation
Wealth Management Advisor, Vice President
Wed Jun 01 1988 00:00:00 GMT+0000 (Coordinated Universal Time) — Present