James Edwards (CRD# 6664385) is an Investment Advisor Representative working at Alliancebernstein LP in Los Angeles, CA and has over 6 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6232434
Bluepoint Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
First Republic Securities Company, LLC | Los Angeles, CA | Aug 2022 - Current | 1 |
First Republic Investment Management, Inc. | Los Angeles, CA | Aug 2022 - Current | 1 |
Ubs Financial Services Inc. | Beverly Hills, CA | Jul 2017 - Aug 2022 | 5 |
University Of California, Los Angeles | Los Angeles, CA | Aug 2013 - Jun 2017 | 3 |
Ucla Event Services | Los Angeles, CA | Apr 2014 - Apr 2017 | 3 |
Rmc Business Managment | Hollywood, CA | Jul 2014 - Jul 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2017 |
- CA
-
Total Assets Under Management651,482MILLIONS
-
Total Number of Accounts62,140ACCOUNTS
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Average Account Value$10,484,100
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
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
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