James Williamson is a registered investment advisor at Edward Jones, based in River Falls, WI, with 28 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.
Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.
Location
258 1/2 Riverside Drive, River Falls, WI, 54022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is a trustee for the Kenneth O Ruud Trust since 2002 and a partner in Marsh Creek LLC since 2003. He is also an investor in Lake Elmo Independent Living LLC since 2019, the owner of a rental property in Shepherdstown, WV since 2020, and the owner of Pheasant Run Properties LLC since 2025; he spends minimal time on each of these activities.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations26 states
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