James
Jones
Sterling Investment Advisors,LLC
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About this Advisor
James Jones is a chartered financial consultant who works in Bolivar, Missouri who has 27 years of relevant experience. Jones is an employee of Sterling Investment Advisors,LLC. They have worked at Sterling Investment Advisors,llc for all of their career. Jones has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Missouri and Texas. Sterling Investment Advisors,LLC is a financial advisory firm that has its headquarters in Bolivar, MO. It controls $160 million in total assets among its 266 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm serves four charitable organizations. Of its 266 client accounts, 15% belong to high-net-worth individuals who have more than $1 million in investable assets. Sterling Investment Advisors,LLC provides a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees vary depending on the type of services. Fees billed by Sterling Investment Advisors,LLC can be comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sterling Investment Advisors,LLC Brokerage Details
$159,779,557
6
266
$600,675
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
James Jones Work History
James has been registered as a financial advisor for 27 years.*
Sterling Investment Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Jones to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sterling Investment Advisors,LLC
Bolivar, MO
Bolivar, MO
Bolivar, MO
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