James
Morman

Edward Jones

CRD#6267673
Investment Advisor
in Sparks, NV

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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

Series 66

Years of Experience

16 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

Marina Town Centre 325 Harbour Cove Dr Ste 221
Sparks, NV 89434-7801

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Edward Jones Brokerage Details

Total Assets Under Management

$423,236,579,906

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

25,919

NV Average: 458
Total Number of Accounts

3,336,586

NV Average: 33,415
Average Account Size

$126,847

NV 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 Morman Work History

James has 16 years of experience.

2013 - Present (8 years)

Edward Jones

2013 - 2013 (< 1 year)

Pronet

2013 - 2015 (2 years)

Nsa - Juice Plus

2004 - 2013 (9 years)

Lifetouch National School Studios

Disclosures

James Morman 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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