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James (Joyner) Edmundson, Jr. (CFA, CFP®, CPA, MAcc, MBA)

James (Joyner) Edmundson, Jr. focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • College/Education Planning
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Additional Information

Joyner provides clients long-term investment and financial advice tailored to their unique needs. Clients benefit from his 25 years of investment experience, including portfolio management, fixed income, investment banking, and public accounting positions.

Joyner graduated from the University of North Carolina at Chapel Hill with honors in economics and a master of accounting. He earned an MBA with distinction from Wake Forest University. Before joining Salem, Joyner was a portfolio manager at Abbot Downing, providing wealth management services to ultra-high net worth families for 11 years.

Joyner has attained his CFP® (CERTIFIED FINANCIAL PLANNER™) certification. Also, he has earned the Chartered Financial Analyst® (CFA®) designation and is a Certified Public Accountant licensed in North Carolina. He was past treasurer of CFA Society North Carolina, an association of over 1,400 investment professionals. Joyner is an active volunteer in the community and currently serves as vice chairman of his church’s investment committee.

NAPFA Start Date

July 15, 2024

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

480 Shepherd Street Winston-Salem, NC 27103 Phone: +1 (336) 559-7910
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