James HundleyCRD Number: 6901087
Current Firm: Edward Jones
James Hundley (CRD# 6901087) is an Investment Advisor Representative working at Edward Jones in San Tan Valley, AZ and has over 3 years of experience in the finance industry.
Rbc Capital Markets, LLC
Bancwest Investment Services, Inc. (bwis)
|Edward Jones||St Louis, MO||Jun 2019 - Current||3|
|Drg Technologies||Safford, AZ||Apr 2019 - May 2019||< 1|
|Jackson Hewitt||Safford, AZ||Jan 2019 - Apr 2019||< 1|
|Legacy Advisors||Rexburg, ID||Sep 2018 - Dec 2018||< 1|
|Brigham Young University-idaho||Rexburg, ID||Sep 2017 - Dec 2018||1|
|Phocus Retirement Services||Mesa, AZ||Jan 2018 - Apr 2018||< 1|
|Global View Capital Management||Safford, AZ||May 2017 - Feb 2018||< 1|
|Drg Technologies||Safford, AZ||Jul 2016 - Sep 2017||1|
|Self Employed||Thatcher, AZ||Sep 2006 - Sep 2017||11|
|Eastern Arizona College||Thatcher, AZ||Aug 2013 - May 2017||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- 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
- 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
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.