James Williamson (CRD# 1881686) is an Investment Advisor Representative working at Edward Jones in River Falls, WI and has over 26 years of experience in the finance industry.
CRD# 6990105
Transamerica Retirement Advisors, LLC
CRD# 2558532
Mairs & Power
CRD# 6586021
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward D. Jones & Company, LP | River Falls, WI | Jan 1998 - Current | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1998 |
- TX
- WI
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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, WY
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