James Quisenberry, financial advisor Owensboro KY

James Quisenberry

CRD Number: 7182207
Current Firm: J.p. Morgan Securities LLC

James Quisenberry (CRD# 7182207) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Owensboro, KY and has over 4 years of experience in the finance industry.

Similar Advisors
Elizabeth Alles, financial advisor Owensboro KY
Elizabeth A. Alles
CRD# 6766180
Ameriprise Financial Services, LLC
Similar Advisors
Adam Applegate, financial advisor Owensboro KY
Adam Applegate
CRD# 4936894
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
James Back, financial advisor Owensboro KY
James B. Back
CRD# 5083928
Wells Fargo Advisors
Company Name Location Dates Years
J.p. Morgan Securities LLC Owensboro, KY Nov 2023 - Current < 1
Jpmorgan Chase Bank, N.a. Owensboro, KY Nov 2023 - Current < 1
Edward Jones St Louis, MO Oct 2019 - Nov 2023 4
Unemployed Owensboro, KY Jun 2019 - Sep 2019 < 1
Nordstrom Maywood, NJ Oct 2018 - May 2019 < 1
Sony Music Entertainment Rutherford, NJ Mar 2018 - Sep 2018 < 1
Uber South Orange, NJ Dec 2017 - Mar 2018 < 1
Aey Global Cranford, NJ Sep 2017 - Dec 2017 < 1
Uber South Orange, NJ May 2017 - Sep 2017 < 1
Mcadam Financial Iselin, NJ Jun 2017 - Jul 2017 < 1
Seton Hall University South Orange, NJ Aug 2013 - May 2017 3
Don Moore Automotive Team Owensboro, KY May 2016 - Aug 2016 < 1
First Security Bank Owensboro, KY Jun 2015 - Aug 2015 < 1
Don Moore Automotive Team Owensboro, KY May 2014 - Aug 2014 < 1
Owensboro Country Club Owensboro, KY May 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2020
Contact Info for James C. Quisenberry
Phone Number: 800-999-2000
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    249,731
    MILLIONS
  • Total Number of Accounts
    1,034,072
    ACCOUNTS
  • Average Account Value
    $241,502
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.