About Pacific Way Wealth Management
Read About Our Firm
About Us
Pacific Way Wealth Management was founded with a specialization in working with government employees, specifically those in public and private education.
We'll connect you with a Financial professional dedicated to helping individuals and families achieve their financial goals and plan their financial futures. With a focus on creating customized investment plans that align with your unique needs and aspirations, we'll work with you every step of the way to help you reach your financial goals. Explore our site to learn more about our services and how we can help you plan your future.
We are a full-service investment firm committed to helping people pursue their investment goals. We offer various financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions by providing investment information related to your needs.
In partnership with Security Benefit Group & The National Education Association, Pacific Way Wealth Management has been chosen as an NEA Retirement Specialist.
With over 30 years of experience working with K-12 public educators, our team displays a vast knowledge of pension planning & 403b supplemental programs. Many educators seem overwhelmed when it comes to retirement planning. A meeting with us can help simplify this process.
Traditional retirement income sources for educators—such as state pensions and social security—were never designed to provide full income replacement. The NEA Retirement Program provides an easy, low-cost way to supplement your retirement income. And since you have full control of your NEA retirement account, you have the flexibility to manage investment options and withdrawals.
The NEA Retirement program & Security Benefit is not affiliated with nor endorsed by GWN. For more information, please visit www.securitybenefit.com or www.neamb.com
PLEASE NOTE: The information being provided is strict as a courtesy. When you link to any of the websites provided here, you are leaving this website. We do not represent the completeness or accuracy of the information provided on these websites. Nor is the company liable for any direct or indirect technical or system issues or consequences arising from your access to or your use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for using the website you are linking to.
Meet Our Team
James Edleman
Founder
+1 (714) 337-3094
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 Thomas
Director of Strategy
+1 (734) 771-5800
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.
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