Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Foster is a financial advisor at Edward Jones, a firm that manages between $10 billion and $50 billion in assets. James has been in the financial industry since March 1998. James is licensed in Nevada and holds the Series 6, 7, 63, and 65 licenses as well as the SIE and Series 24 and 26. James offers financial planning, portfolio management for individuals and businesses, and pension consulting. James also has an active other business, which is the President of the Toiyabe Men's Golf Club.
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
NV
11/08/2017 - Present
Edward Jones (Carson City NV)
NV
01/03/2011 - 11/07/2017
WELLS FARGO CLEARING SERVICES, LLC (DAYTON NV)
NV
08/25/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (RENO NV)
NV
01/04/2005 - 08/26/2008
KOVACK SECURITIES INC. (SPARKS NV)
OH
10/08/2003 - 12/31/2004
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
NY
05/09/2001 - 09/16/2003
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MD
07/11/2000 - 05/09/2001
THE ADVISORS GROUP, INC. (BETHESDA MD)
IL
02/03/1998 - 06/27/2000
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 08/29/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2004
Series 24 - General Securities Principal Examination
BC
Issued 04/02/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/02/1998
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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