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Jimmy D. Epley

Jimmy D. Epley has been in the tax and financial industry since 1997. He obtained his investment licenses in 2002. He has helped clients maneuver through 3 market downturns since then. He is adept at keeping his clients engaged in their desires and goals. He uses eMoney as the foundation for all financial and retirement planning. JD's Wealth Management Group, LLC was formed in 2011 with a vision of helping all clients with their wealth management needs. He likes to work with retired clients and pre retirees with $250,000+ in investable assets. He works hand in hand helping them to achieve their retirement goals with a vision of protecting their assets while at the same time minimizing their taxes.