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James Stevenson

Edward Jones
18 Years of Experience
Clearwater, FL
1 DisclosureBroker
View SEC Summary
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James Stevenson is a registered investment advisor at Edward Jones, based in Clearwater, FL, with 18 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.

Edward Jones
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2605 Enterprise Road East, Suite 170, Clearwater, FL, 33759

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History

Regulatory History (1)
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Criminal
September 2022
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Edward Jones
July 2019 - Present · 7 yrs 3 mos
Edward JonesBroker
June 2019 - Present · 7 yrs 4 mos
Previous Registrations
Level Four Advisory Services
May 2015 - March 2019 · 3 yrs 10 mos
LPL Financial LLCBroker
May 2015 - March 2019 · 3 yrs 10 mos
Bb&t Investment Services, INC.
June 2014 - February 2015 · 8 mos
Bb&t Investment Services, INC.Broker
June 2014 - February 2015 · 8 mos
Morgan Stanley
April 2013 - February 2014 · 10 mos
Morgan StanleyBroker
April 2013 - February 2014 · 10 mos
J.P. Morgan Securities LLCBroker
October 2011 - December 2012 · 1 yr 2 mos
Olde Discount CorporationBroker
May 1994 - January 1999 · 4 yrs 8 mos
State Registrations24 states
AZCAFLGAILINKYLAMAMDMIMSMTNCNMNVNYOHOKTNTXVTWIWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
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