James MaryCRD Number: 322020
Current Firm: Edward Jones
James Mary (CRD# 322020) is an Investment Advisor Representative working at Edward Jones in Beaumont, TX and has over 27 years of experience in the finance industry.
Lpl Financial LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Edward Jones||Beaumont, TX||Aug 1999 - Current||22|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1994|
|S65||NASAA Investment Advisors Law Examination||Oct 1995|
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- A percentage of assets under your management
- 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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