James TaylorCRD Number: 6269641
Current Firm: Edward Jones
James Taylor (CRD# 6269641) is an Investment Advisor Representative working at Edward Jones in Trussville, AL and has over 3 years of experience in the finance industry.
Hightower Advisors, LLC
Wesban Financial Consultants, P.c.
Raymond James & Associates, Inc.
|Edward Jones||St Louis, MO||Dec 2013 - Current||3|
|Crabs We Got 'em||Pensacola Beach, FL||Jan 2013 - Nov 2013||< 1|
|Central Credit Union Of Florida||Pensacola, FL||Jan 2012 - Nov 2013||1|
|Crabs We Got 'em||Pensacola Beach, FL||Jul 2011 - Nov 2013||2|
|The University Of West Florida||Pensacola, FL||Aug 2009 - Aug 2013||4|
|Mcguire's Irish Pub||Pensacola, FL||Oct 2011 - Jan 2012||< 1|
|Global Merchandising||Pelham, AL||May 2009 - Aug 2009||< 1|
|Wallace State Community College||Hanceville, AL||Aug 2008 - May 2009||< 1|
|Global Merchandising||Pelham, AL||May 2008 - Aug 2008||< 1|
|Wallace State Community College||Hanceville, AL||Aug 2007 - May 2008||< 1|
|Coosa Valley Academy||Hapersville, AL||Aug 2003 - May 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2014|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- 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
- 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
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