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James Joyner Edmundson

Salem Investment Counselors Inc.

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About James Joyner Edmundson

James Joyner Edmundson is a financial advisor based in WINSTON SALEM, NC, and has been in the industry for over 20 years. James is registered with Salem Investment Counselors Inc. James holds the Series 65, Series 63, Series 24, and Series 7 licenses. James specializes in portfolio management for individuals and businesses. James has experience working for other well-known firms like BANC OF AMERICA INVESTMENT SERVICES, INC. and UVEST FINANCIAL SERVICES GROUP, INC. James also holds the Chartered Financial Analyst designation.

Firm Information

James Edmundson is currently registered with Salem Investment Counselors Inc.. Salem Investment Counselors Inc. is an investment advisor based in Winston Salem, NC. The firm manages approximately $3.6 billion in assets for individuals, corporations, foundations, and pension plans. They provide financial planning and portfolio management services. Their website address is HTTPS://WWW.SALEMINVESTMENT.COM.
Salem Investment Counselors Inc.

480 SHEPHERD STREET

WINSTON SALEM, NC 27103

$3.61B

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Edmundson’s Registration & Firm History

NC

11/14/2022 - Present

Salem Investment Counselors Inc. (WINSTON SALEM NC)

NC

10/30/2006 - 10/30/2007

BANC OF AMERICA INVESTMENT SERVICES, INC. (GREENSBORO NC)

VA

04/19/2005 - 10/27/2006

UVEST FINANCIAL SERVICES GROUP, INC. (DANVILLE VA)

AL

10/09/2000 - 05/09/2003

STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)

FL

01/15/1999 - 09/26/2000

THE CARSON MEDLIN COMPANY (TAMPA FL)

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Licenses & Designations

IA

Issued 11/16/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/26/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/04/1999

Series 24 - General Securities Principal Examination

BC

Issued 01/14/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Joyner Edmundson.
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