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James Joynes, CDFA®, CRPC™, CPFA™

James Joynes, CDFA®, CRPC™, CPFA™

Wealth Management Advisor, Senior Vice President

Followers of James Joynes, CDFA®, CRPC™, CPFA™287 followers
location of James Joynes, CDFA®, CRPC™, CPFA™Duluth, Minnesota, United States

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  • Timeline

  • About me

    Senior Vice President, Wealth Management Advisor

  • Education

    • University of Minnesota System

      1983 - 1988
      Bachelor's Degree

  • Experience

    • Merrill Lynch Wealth Management

      Jun 1988 - now
      Wealth Management Advisor, Senior Vice President

      *Certified Divorce Financial Analyst® and CDFA® are trademarks of The Institute for Divorce Financial Analysts™.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

  • Licenses & Certifications

    • Certified Divorce Financial Analyst

      The Institute for Divorce Financial Analysts
      Oct 2018

    • Personal Investment Advisor

      Merrill Lynch Internal
      Nov 2013

    • Chartered Retirement Planning Counselor

      College For Financial Planning
      Feb 2009

    • Certified Plan Fiduciary Advisor

      NAPA National Association of Plan Advisors
      Nov 2018

    • Retirement Accredited Financial Advisor

      Merrill Lynch Internal
      Nov 2017