Edward Jones- Financial Advisor: Werner James

10/21/2026

✨ Meet the Team ✨
Say hello to Sr. Branch Office Administrator, Alisa Sonnenberg, one of the friendly faces behind the scenes at our office!
Whether you're calling with a question, scheduling a meeting, or stopping by to say hello, Alisa is always happy to help and loves getting to know the people we serve.
A few fun facts about Alisa:
☕ Can't start the day without: an Iced Americano
🌲 Loves spending weekends: with her kids, outdoors, or watching sports
✈️ Has a dream of visiting: Australia
What we love most is the warmth, positivity, and care Alisa brings to our team and our clients every day. We're lucky to have her with us!

10/13/2026

October is Breast Cancer Awareness Month—a time to stand with survivors, honor those we’ve lost and support the millions of individuals and families affected by breast cancer. This month, we encourage conversations, screenings and shared strength—because no one should face breast cancer alone.

10/08/2026

We know Alzheimer's Disease has a significant impact on many families, and that's one reason we Walk to End Alzheimer's. We'd love to have you join our walk team. Check out alz.org/edwardjones for more details and contact our office to let us know you're in!

Contributing to a cause and participating in or volunteering for a charity or charitable event is a personal decision and completely voluntary.

The Walk to End Alzheimer's is the world's largest event to fight Alzheimer's. Join now and help raise awareness and funds for care, support and research.

09/30/2026

Last week we had the pleasure of hosting our clients for a 40th Anniversary Party at the Cornelius Pass Roadhouse celebrating 4 decades of service in our Downtown Hillsboro location. For 40 years, this business has been built through relationships - with the people who established it, those who have helped it grow, the team members who served along the way, and the clients and community members who placed their trust in us. Thank you to all of our clients, family and friends for being part of our story.

09/24/2026

I’m grateful for the opportunity to attend the 2026 Barron’s Advisor 100 Summit last week in Beverly Hills and connect with industry leaders, colleagues, and professionals from across the country. This conference brings together financial advisors from a variety of firms throughout the U.S. to experience peer-based communication and explore best practices and was an ideal way for me to stay informed about trends in the industry and explore new ways to bring value to our clients. I came back inspired and am eager to apply what I learned to end the 4th quarter strong!

09/10/2026

🌟 Get to Know Our Team! 🌟
At Edward Jones, strong relationships are at the heart of everything we do, and that starts with the people who make our office feel welcoming every day.
Today, we're spotlighting Kari McCormack, FPQP®️, one of our amazing Sr. Branch Office Administrators! 🎉
Kari plays an important role in creating a positive experience for our clients, helping keep our branch running smoothly, and supporting our team as we help clients achieve their financial goals. Her dedication, attention to detail, and friendly personality makes her a valued member of our branch family.
A few fun facts about Kari: ✅ Favorite hobbies: Baking, exploring new restaurants, spending time with her husband and 3 dogs ✅ Dream vacation destination: Australia or Ireland ✅ Best part of working at Edward Jones: Working with incredible clients who have become like family over the years.
We're grateful for all that Kari does for our clients and our team.

09/07/2026

Labor Day is more than just a day off work—it’s a moment to recognize the dedication, passion and effort that power our communities every day. Thank you to all who contribute their talents and hard work. Wishing you a well earned, relaxing holiday.

09/01/2026

🎒📚 Happy First Day of School, Hillsboro students!

A huge thank you to our amazing clients who supported our School Supply Drive. Thanks to your generosity, we collected backpacks and school supplies that were recently delivered to Lincoln Street Elementary School, just a few blocks from our office.

We're grateful for the opportunity to help local students start the school year prepared and confident. Your support will make a meaningful difference, and we couldn't have done it without you!

Wishing all students, teachers, and families a fantastic school year. 🍎✏️

08/25/2026

There's still time to donate to our School Supply Drive! We've filled one box...can you help us fill another? We are proud to serve as a drop-off location this year for school supplies to help students in need within the Hillsboro School District. New school supplies can be dropped off during normal business hours from August 10th-28th, 2026. Items needed include backpacks, lunch boxes, folders, pencils, markers, crayons, highlighters, glue sticks, binders, pencil pouches, etc. Our office address is: 180 East Main Street, Suite 101, Hillsboro OR 97123. Thank you for your support. NOTE: we cannot accept monetary donations.

08/21/2026

Hello, I'm Werner! 👋
I'm excited to introduce myself and share a little about who I am.
I became a financial advisor because I believe everyone deserves to feel confident and empowered when making financial decisions. My goal is to simplify complex topics and help clients create plans that align with their values and goals.
When I'm not working with clients, you can usually find me reading, at the gym, with my family or watching baseball, football, soccer or college basketball.
I'd love to connect and learn more about your financial goals!
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