James Jones (CRD# 2728817) is an Investment Advisor Representative working at Strategic Wealth Investment Group, LLC in Louisville, KY and has over 28 years of experience in the finance industry.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strategic Wealth Designers | Louisville, KY | Jun 2023 - Current | < 1 |
| Ameriprise Financial Services, LLC | Owings Mills, MD | Mar 2023 - Jun 2023 | < 1 |
| Csi Accounting & Payroll | Columbia, MD | May 2023 - May 2023 | < 1 |
| Howard, Howard & Hodges | Columbia, MD | Oct 2022 - Apr 2023 | < 1 |
| Unemployed | Boonsboro, MD | Jul 2022 - Sep 2022 | < 1 |
| Legalzoom Tax | Boonsboro, MD | Nov 2021 - Jun 2022 | < 1 |
| Boyle & Company, P.a. | Frederick, MD | Aug 2021 - Oct 2021 | < 1 |
| Unemployed | Hagerstown, MD | Jun 2021 - Jul 2021 | < 1 |
| Taksey Neff & Associates | Rockville, MD | Feb 2021 - May 2021 | < 1 |
| Unemployed | Hagerstown, MD | Nov 2020 - Jan 2021 | < 1 |
| Taksey Neff & Associates | Rockville, MD | Feb 2020 - Oct 2020 | < 1 |
| Unemployed | Hagerstown, MD | Jan 2020 - Jan 2020 | < 1 |
| University Of Maryland Global Campus | Boonsboro, MD | Aug 2019 - Dec 2019 | < 1 |
| Unemployed | Hagerstown, MD | Jun 2019 - Jul 2019 | < 1 |
| Mount St. Mary's University | Emmitsburg, MD | May 2018 - May 2019 | 1 |
| Rlh Cpas & Business Advisors | Westminster, MD | Dec 2018 - Apr 2019 | < 1 |
| Jsx North Division Of R&r Express, Inc. | Hagerstown, MD | Dec 2016 - Jul 2018 | 1 |
| Jsx North, LLC | Hagerstown, MD | Oct 2008 - Dec 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2023 |
- IN
- KY
- OH
-
Total Assets Under Management901MILLIONS
-
Total Number of Accounts22,963ACCOUNTS
-
Average Account Value$39,227
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AR, AZ, CA, CO, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NE, NV, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI
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