James Masterson, financial advisor Saint Louis MO
93 score

James Masterson

CRD Number: 1422896
Current Firm: Benjamin F. Edwards & Company, Incorporated

James Masterson (CRD# 1422896) is an Investment Advisor Representative working at Benjamin F. Edwards & Company, Incorporated in Saint Louis, MO and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Benjamin F. Edwards & Company, Inc. St. Louis, MO Mar 2010 - Current 6
Bfe Asset Management, LLC St. Louis, MO Mar 2010 - May 2010 < 1
Wachovia Securities, LLC St. Louis, MO Jan 2008 - Mar 2010 2
Wachovia Securities, LLC St. Louis, MO Jan 2008 - Mar 2010 2
A. G. Edwards & Sons, Inc. St. Louis, MO Sep 1985 - Mar 2010 24
A.g. Edwards & Sons, Inc. St.louis, MO Sep 1985 - Mar 2010 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1994
S65 NASAA Investment Advisors Law Examination Feb 1997
Contact Info for James T. Masterson
Phone Number: 314-726-1600
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    4,221
    MILLIONS
  • Total Number of Accounts
    17,796
    ACCOUNTS
  • Average Account Value
    $237,214
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Educational seminars/workshops
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
93
Clean Record
This advisor has a clean track record with regulators.

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