Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames McConnell is a financial advisor with Edward Jones, a firm with over 10,000 employees. He is licensed to provide financial advice in Pennsylvania and Texas. James has been working in the industry for over 10 years and holds a Series 6, 7, 63 and 65 licenses. His firm provides financial planning services to a wide range of clients, including individuals, businesses, and institutions. They manage over $800 billion in assets and have over 5 million accounts. James specializes in financial planning for individuals, businesses, and pension consulting. He is committed to providing personalized financial guidance to help clients achieve their financial goals.
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
PA
04/15/2024 - Present
Edward Jones (KNOX PA)
PA
09/01/2015 - 11/01/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Shippenville PA)
PA
06/05/2014 - 09/01/2015
PNC INVESTMENTS (CLARION PA)
PA
02/16/2012 - 01/08/2013
WADDELL & REED, INC. (MONROEVILLE PA)
IA
Issued 10/07/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/15/2012
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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