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James Falcon

CAP® i
Chartered Advisor in Philanthropy® :

Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.

 CLU® i
Certified Life Underwriter® :

Applies in-depth, specialized knowledge of life insurance to help you with goal-based planning, business continuity, employee benefits, and/or estate planning.

 RICP® i
Retirement Investment Certified Professional® :

Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.

Professional Profile

About me (self-reported)

I bought my first stock in high school, which led me to envision a career for myself as a financial advisor. Since then, I've educated myself about the world of finances by earning a Bachelor of Business Administration in finance at Lamar University, then a Master of Science in financial planning at the College for Financial Planning. I began working at Edward Jones in 2005.

Office Location 810 Regal Dr

Huntsville, AL 35801

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My Expertise Philanthropic & Estate Planning, Life Insurance & Risk Management, Retirement Income Planning Designations Held
CAP® i
Chartered Advisor in Philanthropy® :

Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.

 CLU® i
Certified Life Underwriter® :

Applies in-depth, specialized knowledge of life insurance to help you with goal-based planning, business continuity, employee benefits, and/or estate planning.

 RICP® i
Retirement Investment Certified Professional® :

Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.
Minimum Assets $1,000,000 - $1,999,999 Minimum Income $150K - $199,999 Languages Spoken (self-reported) English

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