Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Garrison is an Investment Advisor Representative, and Financial Advisor at Edward Jones, located in SUMMERFIELD, NC. James has been in the industry since 2019. James holds a Series 66 license, a Series 7TO license and a SIE license. In addition, James is registered with the state of North Carolina as an Investment Advisor. James has been affiliated with Edward Jones since 2021. Prior to that, James worked at WELLS FARGO CLEARING SERVICES, LLC in GREENSBORO, NC from 2019 to 2021. James is a licensed agent, and investment advisor representative. James is affiliated with Edward Jones. The firm, Edward Jones, is headquartered in ST. LOUIS, MO. The firm manages more than $824 Billion in assets and has over 22,000 registered representatives. Edward Jones specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisers.
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
NC
04/01/2021 - Present
Edward Jones (SUMMERFIELD NC)
NC
03/14/2019 - 04/12/2021
WELLS FARGO CLEARING SERVICES, LLC (GREENSBORO NC)
BOTH
Issued 05/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/13/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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