Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Douglas James is a financial advisor with over 15 years of experience in the industry. John currently works with Copper Financial, but has also held positions at Edward Jones and Stifel, Nicolaus & Company, Incorporated. John is a registered investment advisor (IA) and holds Series 66, 53, 24, 52TO and SIE licenses. John provides financial planning and portfolio management services to individuals and corporations. John has experience working with high-net-worth individuals and other clients with a variety of financial needs. John is committed to providing personalized financial advice to help clients reach 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Fees from third-party managers to whom we refer business
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.
1
2
KS
09/28/2023 - Present
Copper Financial (Lenexa KS)
MO
11/28/2016 - 09/29/2023
EDWARD JONES (ST LOUIS MO)
MO
05/29/2014 - 12/02/2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
TN
02/13/2013 - 11/13/2013
RAYMOND JAMES & ASSOCIATES, INC. (MEMPHIS TN)
TN
10/09/2007 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BOTH
Issued 12/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/30/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure John James is the right advisor for you? Invested Better is here to help.
