Clayton JamesCRD Number: 3141669
Current Firm: Stephens Group Asset Management, LLC
Clayton James (CRD# 3141669) is an Investment Advisor Representative working at Stephens Group Asset Management, LLC in Little Rock, AR and has over 22 years of experience in the finance industry.
Bok Financial Advisors
Egp Wealth Management, LLC
Stifel, Nicolaus & Company, Incorporated
|Stephens Group Asset Management, LLC||Little Rock, AR||Aug 2019 - Current||2|
|Stephens Inc.||Little Rock, AR||Jan 2000 - Jul 2019||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1999|
|S65||NASAA Investment Advisors Law Examination||Aug 2019|
Total Assets Under Management967MILLIONS
Total Number of Accounts152ACCOUNTS
Average Account Value$6,359,422
- 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
AR, CA, GA, LA, TN, TX
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