James Foster is a ChFC-designated registered investment advisor at Edward Jones, based in Carson City, NV, 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
308 N Curry St Ste 201, Carson City, NV, 89703
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Regulatory History (1)
Customer Dispute
March 2018Other Business Activities
James is the President of the Toiyabe Men's Golf Club since 2021, leading the board and coordinating activities. This requires minimal time commitment.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
Kovack Advisors, INC.
Kovack Securities INC.Broker
Rk Advisors
Capital Analysts, Incorporated
Capital Analysts, IncorporatedBroker
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
The Advisors Group, INC.Broker
State Farm Vp Management CORP.Broker
State Registrations10 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.