Edward JamesCRD Number: 2984790
Current Firm: Morgan Stanley
Edward James (CRD# 2984790) is an Investment Advisor Representative working at Morgan Stanley in Newport News, VA and has over 14 years of experience in the finance industry.
Lincoln Financial Advisors Corporation
Pathway Financial Planning, Inc.
Virginia Capital Management Group Inc.
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Current||2|
|Morgan Stanley Smith Barney||Newport News, VA||Jun 2009 - Current||8|
|Citigroup Global Markets Inc.||Newport News, VA||Feb 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2003|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV