Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Bradley Alfermann is a financial advisor at Edward Jones. James has been in the financial services industry since August 14, 2000 and has held licenses in multiple states. James has experience working with clients on financial planning, investment strategies, and retirement planning. James has passed multiple industry exams and is a registered representative with Edward Jones.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
12/19/2018 - Present
Edward Jones (ST LOUIS MO)
MO
10/15/2001 - 10/27/2005
FFP SECURITIES, INC. (CHESTERFIELD MO)
MO
07/28/2000 - 10/15/2001
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 07/12/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/29/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/29/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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