James Mixon, financial advisor Sumter SC
93 score

James Mixon

CRD Number: 4455875
Current Firm: Edward Jones

James Mixon (CRD# 4455875) is an Investment Advisor Representative working at Edward Jones in Sumter, SC and has over 15 years of experience in the finance industry.

Similar Advisors
Roy Fakoury, financial advisor Sumter SC
Roy M. Fakoury
CRD# 2935486
Wells Fargo Advisors Financial Network, LLC
Score
96
Similar Advisors
Helge Kallio, financial advisor Sumter SC
Helge A. Kallio
CRD# 2381011
Advisory Services Network
Score
96
Similar Advisors
Gillis Reames, financial advisor Sumter SC
Gillis L. Reames
CRD# 4531545
Wells Fargo Advisors Financial Network, LLC
Score
96
Company Name Location Dates Years
Edward Jones St Louis, MO Sep 2001 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2001
S66 NASAA Uniform Combined State Law Examination Feb 2007
Contact Info for James H. Mixon
Phone Number: 314-515-2000
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
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
  • 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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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.