James Omalley

Financial Advisor | Edward Jones

Role: Financial Advisor at Edward Jones
Location: Oklahoma City, OK, US
LinkedIn followers: 500 followers

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About James Omalley

Hi, I’m James O’Malley. I’ve spent over a decade helping individuals and families plan…

Experience

Financial Advisor
Edward Jones
Aug 2023 — Present · Choctaw, OK, US

Skills

Investments
Banking
Home Equity Lines of Credit
Annuity Sales
Loans
Retail Banking
Personal Banking
Retirement Planning
Life Insurance
Management
Small Business Lending
Refinance
Retail
Lines of Credit
Cross Selling
Mortgage Banking
Small Business Retirement Planning
Investment Banking
Deposits
Series 7
Home Equity Loans

Contact information

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Work email
j••••••••@edwardjones.com
Personal email
•••••@•••••.com
Direct dial
+19•••••••83

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Current company

Edward Jones

Financial Services · 47K employees · Founded 1922 · St. Louis, Missouri, United States

Edward Jones is a leading North American financial services firm in the U.S. and through its affiliate in Canada. The firm’s more than 20,000 financial advisors throughout North America serve more than 9 million clients with a total of $2.2 trillion in client assets under care as of December 31, 2024. Edward Jones' purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's approximately 54,000 associates and our branch presence in 68% of U.S. counties and most Canadian provinces and territories, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at www.edwardjones.com, and its recruiting website is www.careers.edwardjones.com. Member SIPC.

edwardjones.com

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