Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Stevenson is a financial advisor with Edward Jones. He has been in the financial services industry since 2008. He is registered to offer securities and investment advisory services in 25 states, including Florida, Texas, and Arizona. His current employment is with Edward Jones, and he has worked for other firms in the past, including LPL Financial LLC, BB&T Investment Services, Inc., Morgan Stanley, and J.P. Morgan Securities LLC. His experience includes providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, businesses, and charitable organizations.
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
FL
06/05/2021 - Present
Edward Jones (Oldsmar FL)
FL
05/07/2015 - 03/22/2019
LPL FINANCIAL LLC (CLEARWATER FL)
FL
06/06/2014 - 02/05/2015
BB&T INVESTMENT SERVICES, INC. (TAMPA FL)
FL
04/03/2013 - 02/04/2014
MORGAN STANLEY (TAMPA FL)
FL
10/14/2011 - 12/21/2012
J.P. MORGAN SECURITIES LLC (TAMPA FL)
MI
05/27/1994 - 01/12/1999
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 04/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2014
Series 24 - General Securities Principal Examination
BC
Issued 06/26/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2011
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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