About this Advisor
James Morman is a financial advisor operating out of Sparks, Nevada, who has been in the industry for 16 years. Morman currently works for Edward Jones. Over the course of their career, Morman has held roles at Pronet, Nsa - Juice Plus, Lifetouch National School Studios and Edward Jones. Morman holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Nevada and Texas. Edward Jones is a financial advisory firm that has its headquarters in Sparks, Nevada. The investment advisory business has offices in 14,439 locations and a total of 25,919 employees. It handles $423 billion in assets among its 3,336,586 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 1,064 charitable organizations. Of its 3,336,586 accounts, just 10% are associated with high-net-worth investors who have more than $1 million in investable assets. The firm provides a diverse range of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fees charged by Edward Jones most likely are comprised of asset-based and other fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Edward Jones Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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 Morman Work History
James has 16 years of experience.
Nsa - Juice Plus
Lifetouch National School Studios
James Morman has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones