Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Richard Haston is a financial advisor with Edward Jones and has been in the industry for over 15 years. James Richard Haston is registered with both FINRA and the state of Missouri. James Richard Haston's current registration with the state of Texas is "APPROVED_RES", meaning they are registered as a resident of that state. James Richard Haston is also registered in several other states, including Arizona, Arkansas, California, Florida, Georgia, Illinois, Indiana, Kansas, Maryland, Mississippi, Missouri, Nebraska, New York, North Carolina, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Virginia, and Wisconsin. James Richard Haston also holds a Series 7 General Securities Representative Examination and the Securities Industry Essentials Examination, as well as the Uniform Combined State Law Examination, which is a requirement for state licensing. James Richard Haston is also a registered investment advisor with Edward Jones and has been registered with the state of Missouri since October 11, 2007. In addition to their work as a financial advisor, James Richard Haston also owns rental property in Monett, MO. James Richard Haston works in the Edward Jones branch office located in Monett, MO.
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
12/07/2018 - Present
Edward Jones (MONETT MO)
BOTH
Issued 09/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2007
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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