Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Matthew Cowgill is a financial advisor with Edward Jones. James has been in the industry since October 2001. He has offices in Wilmington, NC and has been registered with Edward Jones since September 2001. James is a Certified Financial Planner® professional. He is also registered with the states of North Carolina and Texas, and has completed the Series 63, 66 and 7 exams. He is a registered representative and investment advisor representative. James is a dedicated financial advisor with a commitment to helping his 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
NC
08/27/2014 - Present
Edward Jones (WILMINGTON NC)
MO
05/23/2008 - 07/08/2008
WACHOVIA SECURITIES, LLC (CHESTERFIELD MO)
MO
09/25/2001 - 05/28/2008
EDWARD JONES (TOWN & COUNTRY MO)
BOTH
Issued 07/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2001
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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