James Jones, financial advisor Jasper IN

James Jones

CRD Number: 5064653
Current Firm: Capital Advisor Network, LLC

James Jones (CRD# 5064653) is an Investment Advisor Representative working at Capital Advisor Network, LLC in Jasper, IN and has over 15 years of experience in the finance industry.

Similar Advisors
David Anderson, financial advisor Jasper IN
David Anderson
CRD# 6546058
Infinex Investments, Inc.
Similar Advisors
Mary Anderson, financial advisor Jasper IN
Mary P. Anderson
CRD# 5306791
Edward Jones
Similar Advisors
Eric Bassler, financial advisor Jasper IN
Eric S. Bassler
CRD# 4240989
Edward Jones
Company Name Location Dates Years
Capital Advisor Network, LLC Lafayette, IN Jan 2019 - Current 2
Purpetual Wealth Management Jasper, IN Sep 2018 - Current 3
Pmb Capital Management Llc Dba Brookstone Financial Jeffersonville, IN Jul 2018 - Current 3
Center Street Securities, Inc. Nashville, TN May 2011 - Current 10
New Covenant R.p. LLC New Albany, IN Jan 2003 - Current 18
Center Street Advisors, Inc. Nashville, TN Mar 2015 - Jul 2018 3
Brookstone Capital Management LLC Wheaton, IL Oct 2006 - Mar 2015 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2011
S65 NASAA Investment Advisors Law Examination Dec 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for James M. Jones
Phone Number: 317-205-5932
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    64
    MILLIONS
  • Total Number of Accounts
    736
    ACCOUNTS
  • Average Account Value
    $87,148
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

IL, IN, MI, TN, TX, VA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.