James Ellis Kirk
Investment adviser representative at Edward Jones
10 yearsExperience
2 statesRegistered in
ChFC®Designation
$1TFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Edward JonesOct 2024 to now
- LPL Financial LLCMay 2022 to Oct 2024
- Interra Credit UnionApr 2020 to Oct 2023
- Cuna Brokerage Services IncSep 2016 to May 2022
- Alaska USASep 2016 to Jul 2020
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4469680
- Firm CRD
- 250