Brett JamesCRD Number: 6074300
Current Firm: Edward Jones
Brett James (CRD# 6074300) is an Investment Advisor Representative working at Edward Jones in Broken Arrow, OK and has over 5 years of experience in the finance industry.
Bok Financial Advisors
Warburton Capital Management, LLC
|Edward Jones||St Louis, MO||Jun 2012 - Current||5|
|Northeastern State University||Tahlequah, OK||Aug 2011 - May 2012||< 1|
|Premier Advisors Group||Tulsa, OK||May 2011 - Aug 2011||< 1|
|Northeastern State University||Tahlequah, OK||Aug 2010 - May 2011||< 1|
|Step By Step Tax And Financial Planning||Broken Arrow, OK||May 2010 - Aug 2010||< 1|
|Northeastern State University||Tahlequah, OK||Aug 2009 - May 2010||< 1|
|City Of Broken Arrow||Broken Arrow, OK||May 2009 - Aug 2009||< 1|
|Northeastern State University||Tahlequah, OK||Aug 2008 - May 2009||< 1|
|City Of Broken Arrow||Broken Arrow, OK||May 2008 - Aug 2008||< 1|
|Broken Arrow Public Schools||Broken Arrow, OK||Aug 2007 - May 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2012|
Total Assets Under Management262,473MILLIONS
Total Number of Accounts2,049,107ACCOUNTS
Average Account Value$128,091
- 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
- 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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