James McNeill, financial advisor Joplin MO

James McNeill

CRD Number: 6686607
Current Firm: Arvest Wealth Management

James McNeill (CRD# 6686607) is an Investment Advisor Representative working at Arvest Wealth Management in Joplin, MO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Arvest Wealth Management Overland Park, KS Dec 2018 - Current 2
Arvest Bank Overland Park, KS Dec 2018 - Current 2
Arvest Wealth Management Lees Summit, MO May 2018 - Dec 2018 < 1
Arvest Bank Lees Summit, MO Jun 2017 - Dec 2018 1
Unemployed Palm Springs, CA Apr 2017 - Jun 2017 < 1
Jp Morgan Securities LLC Palm Desert, CA Jun 2016 - Apr 2017 < 1
Jp Morgan Chase Bank Palm Desert, CA Jun 2016 - Apr 2017 < 1
Unemployed Overland Park, KS Jan 2016 - May 2016 < 1
Bank Of Prairie Village Prairie Village, KS May 2012 - Jan 2016 3
Enterprise Bank And Trust Olathe, KS Sep 2011 - Apr 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2016
S66 NASAA Uniform Combined State Law Examination Mar 2019
Contact Info for James K. McNeill
Phone Number: 479 770 1825
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    2,443
    MILLIONS
  • Total Number of Accounts
    7,083
    ACCOUNTS
  • Average Account Value
    $344,920
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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, VT, WA, WI, WV, WY

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