James Jones, financial advisor Prairie Du Chien WI
90 score

James Jones

CRD Number: 6091879
Current Firm: Edward Jones

James Jones (CRD# 6091879) is an Investment Advisor Representative working at Edward Jones in Prairie Du Chien, WI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jul 2012 - Current 4
University Of Wisconsin - Stevens Point Stevens Point, WI Sep 2007 - May 2012 4
Prairie Industries Prairie Du Chien, WI May 2005 - Sep 2011 6
Unemployment Prairie Du Chien, WI Dec 2010 - Dec 2010 < 1
Del Monte Foods Plover, WI Jun 2010 - Dec 2010 < 1
Wisconsin Badger Camp Prairie Du Chien, WI May 2008 - Aug 2009 1
University Of Wisconsin - Platteville Platteville, WI Sep 2005 - May 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for James M. Jones
Phone Number: 314-515-2000
Registered State(s):
  • WI
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
90
Clean Record
This advisor has a clean track record with regulators.

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