James Elias (CRD# 4926870) is an Investment Advisor Representative working at Edward Jones in Smyrna, DE and has over 19 years of experience in the finance industry.
CRD# 5189114
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6215818
Avantax Advisory Services
CRD# 4399512
Savant Wealth Management
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | St Louis, MO | Sep 2017 - Current | 6 |
Consolidated LLC | Wilmington, DE | Feb 2016 - Sep 2017 | 1 |
American Spirit Federal Credit Union | Newark, DE | Sep 2013 - Jan 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2005 |
S66 | NASAA Uniform Combined State Law Examination | Feb 2018 |
- DE
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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