James Hiles, financial advisor Celina OH

James Hiles

CRD Number: 5623431
Current Firm: Edward Jones
Compensation Model: Both

James Hiles (CRD# 5623431) is an Investment Advisor Representative working at Edward Jones in Celina, OH and has over 10 years of experience in the finance industry.

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Esi Financial Advisors
Company Name Location Dates Years
Edward Jones St Louis, MO May 2016 - Current 4
J.p. Morgan Securities LLC Wapakoneta, OH Oct 2012 - May 2016 3
Jpmorgan Chase Bank Na Wapakoneta, OH Dec 2008 - May 2016 7
Chase Investment Services Corp Wapakoneta, OH Dec 2008 - Oct 2012 3
Exam Code Name Passed Date
S6 Investment Company and Variable Contracts Products Representative Examination (IR) Dec 2008
S7 General Securities Representative Examination (GS) Jun 2016
S66 NASAA Uniform Combined State Law Examination Jul 2016
Contact Info for James Hiles
Phone Number: 314-515-2000
Registered State(s):
  • OH
  • IN
  • MI
  • VA
  • SC
  • PA
  • FL
By the Numbers
  • Total Assets Under Management
    423,237
    MILLIONS
  • Total Number of Accounts
    3,336,586
    ACCOUNTS
  • Average Account Value
    $126,847
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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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Data verified by both the advisor and the public regulatory data.

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