James Curran, financial advisor Bakersfield CA

James Curran

CRD Number: 6569802
Current Firm: Edward Jones

James Curran (CRD# 6569802) is an Investment Advisor Representative working at Edward Jones in Bakersfield, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St.louis, MO Mar 2019 - Current 2
Wells Fargo Clearing Services, LLC Bakersfield, CA Nov 2016 - Mar 2019 2
Wells Fargo Bank, Na Bakersfield, CA Mar 2014 - Mar 2019 5
Wells Fargo Advisors LLC Bakersfield, CA Oct 2015 - Nov 2016 1
Bank Of America Corporation Ojai, CA Feb 2014 - Mar 2014 < 1
Unemployed Oxnard, CA Jul 2013 - Feb 2014 < 1
Coffee Action West LLC Round Rock, TX Jul 2012 - Jul 2013 1
Unemployed Round Rock, TX May 2012 - Jul 2012 < 1
Workforce Staffing Bakersfield, CA Jan 2011 - Apr 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2015
S66 NASAA Uniform Combined State Law Examination Apr 2019
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for James Curran
Phone Number: 314-515-2000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    519,780
    MILLIONS
  • Total Number of Accounts
    3,701,715
    ACCOUNTS
  • Average Account Value
    $140,416
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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