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Jamie Fort is a Certified Financial Planner™ (CFP®) and trusted financial advisor with Edward Jones, serving clients across the North Phoenix and Anthem communities. Based at 2525 W Carefree Highway, Suite 158, Phoenix, AZ 85085, Jamie focuses on helping individuals, families, and professionals build long-term financial strategies tailored to their personal goals.

With years of experience in the financial industry, Jamie provides a hands-on, relationship-driven approach to wealth management. He helps clients organize, plan, protect, and grow their financial resources through personalized investment and retirement strategies. His office emphasizes clarity, transparency, and education — empowering clients to make confident decisions about their future.

Jamie’s professional focus includes healthcare workers, educators, real estate professionals, engineers, construction managers, and nonprofit leaders who want to align their financial resources with life priorities such as retirement readiness, family protection, and legacy creation.


Services Offered:

  • Comprehensive Financial Planning – Personalized strategies to achieve short- and long-term financial goals.
  • Investment Management – Building and managing diversified portfolios suited to client risk tolerance and time horizon.
  • Retirement Planning – Guidance on retirement savings, income strategies, and Social Security optimization.
  • Insurance & Protection Planning – Life, disability, and long-term care coverage to safeguard families and assets.
  • Education Savings – College savings strategies through 529 plans and other education-focused investments.
  • Estate & Legacy Planning – Coordination with attorneys and CPAs to help clients plan for wealth transfer.
  • Small Business & Professional Planning – Retirement plans, tax-efficient investment solutions, and continuity planning.
  • Regular Portfolio Reviews – Ongoing adjustments and strategy sessions to adapt to changing markets and life events.
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  • Monday08:00 AM - 04:00 PM
  • Tuesday08:00 AM - 04:00 PM
  • Wednesday08:00 AM - 04:00 PM
  • Thursday08:00 AM - 04:00 PM
  • Friday08:00 AM - 02:00 PM
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