Unclaimed
James E. Strutt is a financial advisor with Edward Jones, a firm that provides financial services to individuals, families, and businesses. James has been in the financial industry since 2016, working with Farmers Financial Solutions, LLC before joining Edward Jones in 2019. James holds a Series 6, 7, 63, and 66 license. He is registered to provide investment advice in Arizona, California, Colorado, Connecticut, Delaware, Florida, Idaho, Iowa, Massachusetts, Ohio, Oregon, South Carolina, Texas, Virginia, and Washington.
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
CA
09/20/2021 - Present
Edward Jones (MADERA CA)
CA
02/11/2016 - 12/31/2018
FARMERS FINANCIAL SOLUTIONS, LLC (Fresno CA)
BOTH
Issued 03/18/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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