James Hudon Engelman
Investment adviser representative at Edward Jones
9 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
9 years in the industry.
- Edward JonesOct 2023 to now
- Transamerica Life Insurance CompanySep 2023 to Oct 2023
- UnemployedJan 2023 to Aug 2023
- American United LifeJan 2020 to Jan 2023
- UnemployedJan 2020 to Feb 2020
- Edward JonesApr 2019 to Jan 2020
- UnemployedFeb 2019 to Apr 2019
- Quality Care Transmission & AutoFeb 2014 to Feb 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7093917
- Firm CRD
- 250