Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Amerson is a financial advisor at Edward Jones. James is a Certified Financial Planner™ professional with over 17 years of experience in the financial services industry. James holds Series 7, 31, 63, and 65 securities licenses. James also holds a Series 66 license for both investment advisor and broker-dealer. James is registered to offer investment advisory and broker-dealer services in Georgia, Missouri, and South Carolina.
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
08/06/2020 - Present
Edward Jones (ST LOUIS MO)
CO
04/16/2015 - 10/31/2017
TRANSAMERICA CAPITAL, INC. (DENVER CO)
GA
08/12/2014 - 04/10/2015
RIDGEWORTH DISTRIBUTORS LLC (ATLANTA GA)
NC
07/19/2012 - 08/06/2014
INNOVATION PARTNERS LLC (CHARLOTTE NC)
ME
04/28/2004 - 10/04/2004
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
GA
03/21/2003 - 03/19/2004
AMVESCAP SERVICES, INC. (ATLANTA GA)
NY
08/18/1999 - 02/12/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 02/05/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/2012
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/01/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/29/1999
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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