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
Years of Experience
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Edward Jones Brokerage Details
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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.
James Dvorak has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones