James Hundley, financial advisor San Tan Valley AZ

James Hundley

CRD 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.

Similar Advisors
Jerry Abbitt, financial advisor San Tan Valley AZ
Jerry W. Abbitt
CRD# 5338348
Primerica Advisors
Similar Advisors
Mark Ackel, financial advisor San Tan Valley AZ
Mark S. Ackel
CRD# 4060469
Rbc Capital Markets, LLC
Similar Advisors
Edgar Acosta, financial advisor San Tan Valley AZ
Edgar A. Acosta
CRD# 5720193
Bancwest Investment Services, Inc. (bwis)
Company Name Location Dates Years
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
Contact Info for James M. Hundley
Phone Number: 314-515-2000
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    654,235
    MILLIONS
  • Total Number of Accounts
    4,299,176
    ACCOUNTS
  • Average Account Value
    $152,177
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
  • Pension consulting services
  • 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, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

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.