James D Williams
Investment adviser representative at Edward Jones
25 yearsExperience
1 stateRegistered in
$1TFirm assets
62 yearsFirm in business
Are you James D Williams? Claim your profile
Contact this firm
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
25 years in the industry.
- Edward JonesFeb 2026 to now
- UnemployedNov 2025 to Jan 2026
- JP Morgan Securities LLCNov 2023 to Oct 2025
- JPMorgan Chase Bank NANov 2023 to Oct 2025
- CostcoSep 2023 to Nov 2023
- Thrivent Advisor Network dba 49 FinancialAug 2022 to Jul 2023
- Purshe Kaplan Sterling Investments IncJul 2022 to Jul 2023
- Campus Crusade for ChristSep 2001 to Jun 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7559064
- Firm CRD
- 250