James
Dvorak

Edward Jones

CRD#5714667
Investment Advisor
in Kahului, HI

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About this Advisor

James Dvorak is an advisor in Kahului, Hawaii. Currently a registered financial advisor with Edward Jones, Dvorak has 11 years of professional experience. Dvorak maintains a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Dvorak can serve customers based out of Hawaii and Texas. Dvorak has spent their entire career at Edward Jones. Edward Jones is based out of Kahului, Hawaii, and has 14,439 other locations throughout the nation. In aggregate, Edward Jones manages $423 billion in assets across 3,336,586 accounts and employs more than 25,919 people. The firm's total assets under management places it among the biggest investment advisory firms in the nation. The firm manages 1,067,474 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 10% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Edward Jones offers portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

153 Maa St Suite 102
Kahului, HI 96732-3603

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Edward Jones Brokerage Details

Total Assets Under Management

$423,236,579,906

HI Average: $11,469,110,461
Total Number of Employees

25,919

HI Average: 458
Total Number of Accounts

3,336,586

HI Average: 33,415
Average Account Size

$126,847

HI Average: $343,232

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

James Dvorak Work History

James has 11 years of experience.

2009 - Present (12 years)

Edward Jones

Disclosures

James Dvorak has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Marcelo Fallick
Houston, TX
Nicholas Horstman
Williamston, MI
Brian Webb
Madisonville, KY
Ryan Collins
Amery, WI
Danielle Patnode
Erie, CO
Nolan Jeter
Atlanta, GA
Meghan Casey
Milford, NJ
Donald Smith
Suffolk, VA

This content was compiled from the SEC and FINRA.

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