Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Kirk is a financial advisor with Edward Jones. James has been in the financial services industry since February 4, 2002. James specializes in providing financial planning, pension consulting, and selection of other advisors. James has a background in working with individuals, businesses, corporations, partnerships, investment clubs, limited liability companies, charitable organizations, and pension and profit-sharing plans. James has experience with CUNA Brokerage Services, Inc. and PlanMember Securities Corporation.
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
IN
10/18/2024 - Present
Edward Jones (GOSHEN IN)
IN
09/16/2016 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (GOSHEN IN)
CA
10/31/2011 - 09/15/2014
PLANMEMBER SECURITIES CORPORATION (BARSTOW CA)
CA
09/01/2010 - 11/01/2011
SAGEPOINT FINANCIAL, INC. (BARSTOW CA)
CA
08/30/2004 - 09/10/2010
NEXT FINANCIAL GROUP, INC. (BARSTOW CA)
CA
02/27/2004 - 08/27/2004
FIRST WALL STREET CORP. (LA JOLLA CA)
MO
01/02/2002 - 03/02/2004
EDWARD JONES (ST. LOUIS MO)
BC
Issued 01/02/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/25/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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