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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 Tyrone Elias is a financial advisor with Edward Jones. James has been in the financial industry since August 2009 and has a broad range of experience serving clients in various states. James has worked with clients in a variety of financial planning needs and specializes in asset management, retirement planning, college savings, and estate planning. James holds the Series 6, Series 7, Series 63, and Series 66 licenses, and has been registered with the state of Delaware and Texas. James is also licensed to offer investment advisory services and has previously been affiliated with PNC Investments, Citigroup Global Markets, and Citicorp Investment Services.
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
DE
05/01/2021 - Present
Edward Jones (Smyrna DE)
DE
06/18/2008 - 09/17/2013
PNC INVESTMENTS (WILMINGTON DE)
NY
05/29/2007 - 05/12/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
04/19/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
BOTH
Issued 02/02/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/18/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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