PACIFICWAYWEALTHMANAGEMENT.COM - Key Persons
As Founder of Pacific Way Wealth Management, previously JBE Financial, James Edleman comes from a very experienced background in the financial services industry. After earning his Economics degree from West Virginia University in 2004, Mr. Edleman was hired into the Wells Fargo Investments Forward Hire Program. This program licenses & trains new advisors in the investment industry. After working with Wells Fargo for 1 year, James started building his business practice in the Retirement Benefits Group at AXA Equitable in March of 2006. Since then, James has been serving the Greater LA area and loves establishing new relationships with clients to better serve his community. Outside of work, James enjoys spending his time out in the California sun and traveling with his friends and families.
Robert's career started here in Southern California where he has been serving the Greater LA area since 2012. As an independent advisor, he is able to work with many of the leading investment and insurance providers without any internal pressure to recommend a particular company. Taking extreme pride in customer service and placing high value on the advisor-client relationship, Robert is committed to achieving success with each of his clients. As a National Education Association retirement Specialist, Robert's clients enjoy exclusive programs with additional benefits. Robert resides locally in the Los Angeles South Bay with his children, Gwen and Jamie. Outside of work and family time, Robert enjoys playing baseball, golf, football, and traveling the country visiting his family.