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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Patrick Lundin is a financial advisor with Edward Jones. James has been in the financial services industry for over 30 years, with experience in investment management and financial planning. James is registered with the state of Michigan as an Investment Advisor Representative. James holds Series 63, 65, 66, and 7 securities licenses. James has specialized in working with individuals, high-net-worth individuals, businesses, corporations, and retirement plans.
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
MI
08/31/2017 - Present
Edward Jones (Hastings MI)
CA
02/20/2003 - 11/14/2016
PACIFIC SELECT DISTRIBUTORS, LLC (NEWPORT BEACH CA)
IL
07/11/1996 - 12/19/2002
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
NY
03/23/1992 - 04/17/1996
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
MN
04/24/1990 - 11/12/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/24/1990 - 11/12/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/26/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/04/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1990
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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