James Hafner
Investment adviser representative at Edward Jones
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- Edward JonesNov 2024 to now
- Everett Housing AuthorityDec 2022 to Oct 2024
- Robert HalfOct 2022 to Dec 2022
- Private Client FiduciaryAug 2022 to Oct 2022
- UnemployedJun 2022 to Aug 2022
- ReverbaMar 2022 to Jun 2022
- Robert HalfDec 2021 to Apr 2022
- NikeNov 2020 to Mar 2022
- Dick's Sporting GoodsSep 2020 to Oct 2020
- UnemployedJul 2020 to Sep 2020
- AmazonMay 2020 to Sep 2020
- Dick's Sporting GoodsDec 2019 to Mar 2020
- Edward JonesJul 2017 to Mar 2021
- StudentNov 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 6817205
- Firm CRD
- 250