James RowanCRD Number: 1897570
Current Firm: Edward Jones
James Rowan (CRD# 1897570) is an Investment Advisor Representative working at Edward Jones in Moncks Corner, SC and has over 28 years of experience in the finance industry.
First Citizens Investor Services, Inc.
Oceanside Advisors LLC
Cambridge Investment Research Advisors, Inc.
|Edward Jones||St Louis, MO||Oct 2003 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1988|
|S65||NASAA Investment Advisors Law Examination||Jun 1999|
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