James Rutherford, financial advisor Osceola IA
96 score

James Rutherford

CRD Number: 6232429
Current Firm: Edward Jones
James Rutherford (CRD# 6232429) is an Investment Advisor Representative working at Edward Jones in Osceola, IA and has over 2 years of experience in the finance industry.
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Company Name Location Dates Years
Edward Jones St. Louis, MO Aug 2013 - Current 4
Ruan Transportation Des Moines, IA Nov 2012 - Jul 2013 < 1
Peter Burwash International Houston, TX Aug 2008 - Nov 2012 4
Peter Burwash International Houston, TX Aug 2008 - Nov 2012 4
Tennis Europe Stamford, CT Jul 2010 - Aug 2010 < 1
Camp Takajo Naples, ME May 2008 - Aug 2008 < 1
Gegner Company Pc Johnston, IA Aug 2006 - May 2008 1
Lake Bryn Mawr Honesdale, PA May 2006 - Aug 2006 < 1
Wells Fargo Credit Services West Des Moines, IA Aug 2005 - May 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
S7 General Securities Representative Examination (GS) Dec 2013
Contact Info for James Rutherford
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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

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BADGES
96
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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