Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Robert Stenbeck is a financial advisor with Edward Jones, a firm with over $825 billion in assets under management. James has over 30 years of experience in the financial services industry. His professional experience includes positions with UBS Financial Services Inc., Piper Jaffray & Co. and Norwest Investment Services, Inc. He is a Registered Representative, holds a Series 7, 9, 10, 31 and 63 license, and is also a registered Investment Advisor Representative. He specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors. James is committed to providing his clients with personalized financial advice and guidance to help them 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
ID
08/26/2014 - Present
Edward Jones (AMMON ID)
ID
08/12/2006 - 07/07/2008
UBS FINANCIAL SERVICES INC. (IDAHO FALLS ID)
ID
01/16/1997 - 08/12/2006
PIPER JAFFRAY & CO. (IDAHO FALLS ID)
MN
11/20/1995 - 01/22/1997
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
MN
12/09/1992 - 12/07/1995
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
IA
Issued 04/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/21/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 12/05/1992
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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