James
Richardson

Edward Jones

CRD#4222710
Investment Advisor
in Kannapolis, NC

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About this Advisor

James Richardson is a financial advisor in Kannapolis, North Carolina. Currently a registered financial advisor at Edward Jones, Richardson has 20 years of work experience in the financial advisory industry. Richardson maintains Series 63 and Series 66 licenses, qualifying them as a securities broker. Richardson is able to advise clients in North Carolina and Texas. Richardson has spent their entire career at Edward Jones. Edward Jones is headquartered in Kannapolis, North Carolina, and operates out of 14,439 other locations in the United States. In total, Edward Jones oversees $423 billion in assets covering 3,336,586 client accounts and employs more than 25,919 people. The level of assets currently under the firm's management makes it one of the biggest firms in the nation. The firm manages 1,067,474 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 10% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Edward Jones can provide 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 63, Series 66

Years of Experience

20 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

Yes

Office Location

6001 Gateway Center Drive Suite 107
Kannapolis, NC 28081

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Edward Jones Brokerage Details

Total Assets Under Management

$423,236,579,906

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

25,919

NC Average: 458
Total Number of Accounts

3,336,586

NC Average: 33,415
Average Account Size

$126,847

NC 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 Richardson Work History

James has 20 years of experience.

2000 - Present (21 years)

Edward Jones

Disclosures

James Richardson has 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.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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