James O'clairCRD Number: 5381084
Current Firm: Edward Jones
James O'clair (CRD# 5381084) is an Investment Advisor Representative working at Edward Jones in Portland, ME and has over 10 years of experience in the finance industry.
F L Putnam Investment Management Company
Saltwater Harbor Financial LLC
Cuna Brokerage Services, Inc.
|Edward Jones||Saint Louis, MO||Jul 2007 - Current||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2007|
Total Assets Under Management262,473MILLIONS
Total Number of Accounts2,049,107ACCOUNTS
Average Account Value$128,091
- 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)