James Engelman, financial advisor Hudson NC
89 score

James Engelman

CRD Number: 6245260
Current Firm: Edward Jones

James Engelman (CRD# 6245260) is an Investment Advisor Representative working at Edward Jones in Hudson, NC and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Sep 2013 - Current 3
Staples, Inc. Framingham, MA May 2000 - Sep 2013 13
Primerica Duluth, GA Mar 2013 - Aug 2013 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for James H. Engelman
Phone Number: 314-515-2000
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
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
  • 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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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