James McConnell, financial advisor Clarion PA
93 score

James McConnell

CRD Number: 6001787
Current Firm: Edward Jones

James McConnell (CRD# 6001787) is an Investment Advisor Representative working at Edward Jones in Clarion, PA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones Saint Louis, MO Oct 2017 - Current < 1
Ameriprise Financial Services, Inc. Shippenville, PA Aug 2015 - Oct 2017 2
The Alley Studio Shippenville, PA Aug 2017 - Sep 2017 < 1
Pnc Bank Grove City, PA May 2014 - Sep 2015 1
Pnc Investments Grove City, PA May 2014 - Aug 2015 1
Joy Global Inc. Franklin, PA Mar 2013 - May 2014 1
Liberty Tax Service Clarion, PA Jan 2013 - Mar 2013 < 1
Various Insurance Carriers For W&r Insurance Agencies Knox, PA Feb 2012 - Dec 2012 < 1
Waddell & Reed, Inc. Monroeville, PA Nov 2011 - Mar 2012 < 1
Pizza Shop Knox, PA Nov 2002 - Feb 2012 9
Student Knox, PA Nov 2001 - Nov 2011 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2012
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for James H. McConnell
Phone Number: 314-515-2000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    262,473
    MILLIONS
  • Total Number of Accounts
    2,049,107
    ACCOUNTS
  • Average Account Value
    $128,091
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, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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