James Bales (CRD# 7063645) is an Investment Advisor Representative working at Edward Jones in Sevierville, TN and has over 5 years of experience in the finance industry.
CRD# 5154786
Lpl Financial LLC
CRD# 2912750
Storehouse Advisory Group
CRD# 4622963
Flagship Harbor Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | St Louis, MO | Feb 2019 - Current | 5 |
Westgate Resorts | Gatlinburg, TN | Sep 2016 - Feb 2019 | 2 |
Under Armour | Sevierville, TN | Sep 2013 - Dec 2016 | 3 |
Rew Materials | Knoxville, TN | May 2016 - Aug 2016 | < 1 |
Student | Jefferson City, TN | Aug 2008 - May 2016 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- TN
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
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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