James Hershey (CRD# 4469376) is an Investment Advisor Representative working at Prudential Financial Planning Services in Balsam Lake, WI and has over 22 years of experience in the finance industry.
CRD# 3207484
Raymond James Financial Services Advisors, Inc.
CRD# 6428461
Edward Jones
CRD# 5142520
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pruco Securities, LLC | Balsam Lake, WI | Oct 2001 - Current | 22 |
| Prudential Insurance Company Of America | Balsam Lake, WI | Oct 2001 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2001 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2002 |
- TX
- WI
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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