James T Park
Investment adviser representative at Edward Jones
15 yearsExperience
1 stateRegistered in
$1TFirm assets
62 yearsFirm in business
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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
15 years in the industry.
- Edward JonesJun 2026 to now
- Loan Factory Inc.Mar 2025 to Jun 2026
- Ameritrust Mortgage CorporationAug 2024 to Apr 2025
- Change Lending, LLCDec 2023 to Jul 2024
- Union Home Mortgage Corp.Oct 2023 to Nov 2023
- Meriwest Mortgage Company, LLCMay 2022 to Feb 2023
- Loandepot.com, LLCFeb 2020 to May 2022
- Wells Fargo Home MortgageJul 2018 to Jan 2020
- JPMorgan Chase BankDec 2011 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5753611
- Firm CRD
- 250