Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Francis Mancuso is a financial advisor registered with Edward Jones. James has been working in the financial industry since February 2006 and has been registered with Edward Jones since August 2019. James provides financial planning, portfolio management, pension consulting, and selection of other advisors services to individuals, businesses, and retirement plans. James is a registered representative of Edward Jones and holds Series 7 and 66 licenses. James also holds SIE and other licenses. James has previously worked at UMB Financial Services, Inc., Cetera Advisors LLC, and Ameriprise Financial Services, Inc.
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
01/12/2022 - Present
Edward Jones (KANSAS CITY MO)
MO
08/27/2018 - 07/24/2019
UMB FINANCIAL SERVICES, INC. (KANSAS CITY MO)
MO
08/27/2012 - 08/30/2016
CETERA ADVISORS LLC (N. KANSAS CITY MO)
MO
02/25/2004 - 09/06/2012
AMERIPRISE FINANCIAL SERVICES, INC. (KANSAS CITY MO)
MN
02/25/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2004
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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