Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Eric Haun is a financial advisor at Edward Jones. James has over 9 years of experience in the financial services industry. James is registered with the state of Missouri as an investment advisor representative. James is also registered with the state of Missouri as a broker. James is Series 7, Series 10, Series 24, Series 52, Series 53, and SIE licensed. James's previous experience includes working for WELLS FARGO CLEARING SERVICES, LLC and THRIVENT INVESTMENT MANAGEMENT INC. James is a licensed and registered professional.
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
01/07/2020 - Present
Edward Jones (ST. LOUIS MO)
IL
09/14/2012 - 01/07/2020
WELLS FARGO CLEARING SERVICES, LLC (SPRINGFIELD IL)
MO
01/26/2011 - 08/08/2012
THRIVENT INVESTMENT MANAGEMENT INC. (CHESTERFIELD MO)
BOTH
Issued 02/04/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/2024
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/19/2020
Series 24 - General Securities Principal Examination
BC
Issued 11/05/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/30/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/11/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2011
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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