James David Fendrick
Investment adviser representative at Huntleigh Advisors, Inc.
14 yearsExperience
19 statesRegistered in
$781.8MFirm assets
22 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Huntleigh Advisors, Inc.Feb 2026 to now
- Huntleigh Securities CorporationFeb 2026 to now
- Edward JonesSep 2012 to Jan 2026
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 19 states (AR, AZ, CA, CO, FL, GA, IL, MA, MI, MN, MO, NC, NM, NY, PA, TX, UT, VA, WI).
Huntleigh Advisors, Inc.
$781.8MAssets managed
1,838Clients
64Advisers
22 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
- 6115148
- Firm CRD
- 113412