James Haselton is a registered investment advisor at Edward Jones, based in Franklin, TN, with 35 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
2176 Hillsboro Rd, Suite 134, Franklin, TN, 37069
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2019Other Business Activities
James owns rental properties in Nashville, TN since 2019 and 2023, spending minimal time on these activities. These activities are not investment-related.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations31 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Scott Milford, CFPEdward Jones
- Matthew Sell, CFPEdward Jones
- Brian Riddle, CFPEdward Jones
- Bret Robbe, CFPEdward Jones
- Keith Avery, CFPEdward Jones
- Mark LeuellenEdward Jones