James M Hundley
Investment adviser representative at Edward Jones
20 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
20 years in the industry.
- Edward JonesJun 2019 to now
- Drg TechnologiesApr 2019 to May 2019
- Jackson HewittJan 2019 to Apr 2019
- Legacy AdvisorsSep 2018 to Dec 2018
- Phocus Retirement ServicesJan 2018 to Apr 2018
- Brigham Young University-idahoSep 2017 to Dec 2018
- Global View Capital ManagementMay 2017 to Feb 2018
- Drg TechnologiesJul 2016 to Sep 2017
- Eastern Arizona CollegeAug 2013 to May 2017
- Self EmployedSep 2006 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 6901087
- Firm CRD
- 250