James JohnsonCRD Number: 5551678
Current Firm: Edward Jones
James Johnson (CRD# 5551678) is an Investment Advisor Representative working at Edward Jones in Laguna Hills, CA and has over 9 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Edward Jones||St Louis, MO||Jun 2013 - Current||5|
|Morgan Stanley Smith Barney||Santa Ana, CA||Jun 2011 - Mar 2013||1|
|Automobile Club Of Southern California||Newport Beach, CA||May 2010 - May 2011||1|
|Wells Fargo Bank||Redondo Beach, CA||Apr 2010 - May 2010||< 1|
|Wells Fargo Investments, LLC||Redondo Beach, CA||Apr 2010 - May 2010||< 1|
|Wachovia Securities, LLC||Los Angeles, CA||Jul 2008 - Apr 2010||1|
|Wachovia Bank, N.a.||Los Angeles, CA||Jul 2008 - Apr 2010||1|
|Officemax Inc.||Itasca, IL||Jul 2005 - Jun 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2008|
|S66||NASAA Uniform Combined State Law Examination||Sep 2011|
Total Assets Under Management262,473MILLIONS
Total Number of Accounts2,049,107ACCOUNTS
Average Account Value$128,091
- 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, WY
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.