James F Sorensen

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Pension consulting

Experience

13 years in the industry.

1. Edward JonesDec 2025 to now
2. Reagle Music TheatreJun 2025 to Jul 2025
3. Iatse-self EmployedApr 2025 to Oct 2025
4. Level Talent AgencySep 2024 to Nov 2024
5. PinnacleMay 2024 to May 2025
6. Probox TvOct 2023 to Mar 2025
7. Tampa Repertory TheatreDec 2022 to Jan 2024
8. Style City MusicSep 2022 to Dec 2022
9. The Right MethodJul 2022 to Jul 2022
10. Motorcade ProductionsMar 2022 to Mar 2022
11. New Payroll AssociatesOct 2021 to Nov 2021
12. Inspired 2 SpeakSep 2021 to Sep 2021
13. Jd3 MediaJul 2021 to Aug 2021
14. Universal City StudiosMar 2021 to Mar 2021
15. African American Shakespeare CompanyDec 2020 to Dec 2020
16. Rhino Staging (self-employed)Nov 2020 to Feb 2022
17. Valerie Romas LLCOct 2020 to Dec 2022
18. AmazonSep 2020 to Jan 2021
19. UnemployedNov 2019 to Nov 2020
20. Alhambra Dinner TheatreJul 2019 to Sep 2019
21. Dreamteam ArtistryApr 2019 to Apr 2025
22. Talent Entertainment & MediaApr 2017 to Oct 2019
23. Orlando Shakespeare TheatreFeb 2017 to Feb 2017
24. Urbanite TheatreSep 2016 to Aug 2017
25. American Stage Theatre CompanyMay 2016 to Feb 2021
26. Event Show ProductionsFeb 2013 to Dec 2023

Exams passed

• Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (FL, TX).

Edward Jones

Legal name: Edward D. Jones & Co., L.P.

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

8182353

Firm CRD

250