James KleissCRD Number: 1003776
Current Firm: Edward Jones
James Kleiss (CRD# 1003776) is an Investment Advisor Representative working at Edward Jones in Tuscola, IL and has over 34 years of experience in the finance industry.
Peak Wealth Planning, LLC
Ameriprise Financial Services, Inc.
Raymond James Financial Services Advisors, Inc.
|Edward D. Jones & Company, LP||Tuscola, IL||Jun 1982 - Current||35|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1983|
|S66||NASAA Uniform Combined State Law Examination||Jan 2007|
- Customer Dispute
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