James KlockeCRD Number: 5973796
Current Firm: Edward Jones
James Klocke (CRD# 5973796) is an Investment Advisor Representative working at Edward Jones in Kirkwood, MO and has over 5 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Edward Jones||St Louis, MO||Sep 2011 - Current||5|
|Build A Bear Workshop||St. Louis, MO||May 2011 - Sep 2011||< 1|
|Philadelphia Phillies||Philadelphia Phillies, PA||Jun 2010 - May 2011||< 1|
|United Parcel Service||Cape Girardeau, MO||Dec 2010 - Jan 2011||< 1|
|Student||Cape Girardeau, MO||May 2006 - Jun 2010||4|
|Poptions Popcorn||St. Louis, MO||Nov 2007 - Dec 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2011|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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)
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