James Beard, financial advisor Evansville IN

James Beard

CRD Number: 6322436
Current Firm: Edward Jones

James Beard (CRD# 6322436) is an Investment Advisor Representative working at Edward Jones in Evansville, IN and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Park Avenue Securities Evansville, IN Feb 2021 - Current 3
Guardian Life Insurance Company Evansville, IN Feb 2021 - Current 3
Edward Jones St. Louis, MO Aug 2016 - Feb 2021 4
Khsaa Lexington, KY Jan 2009 - Aug 2016 7
Lpl Owensbor0, KY Feb 2015 - Apr 2016 1
Old National Bank Owensboro, KY Feb 2015 - Apr 2016 1
Wells Fargo Advisors, LLC St Louis, MO Sep 2014 - Feb 2015 < 1
Shelby Lake Farms Lacenter, KY Jun 2011 - Aug 2014 3
Woodmen Of The World Life Insurance Society Omaha, NE Apr 2014 - Jul 2014 < 1
Woodmen Financial Services, Inc. Omaha, NE Apr 2014 - Jul 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for James R. Beard
Phone Number: 314-515-2000
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    593,127
    MILLIONS
  • Total Number of Accounts
    4,558,331
    ACCOUNTS
  • Average Account Value
    $130,119
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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