James Nance is a CFP-designated registered investment advisor at Edward Jones, based in Acworth, GA, with 25 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
4358 B Southside Dr, Acworth, GA, 30101-7335
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Regulatory History (1)
Customer Dispute
June 2010Other Business Activities
James serves as a Military Intelligence Officer in the U.S. Naval Reserve, dedicating minimal time to weekend drills and clearance processing. He also owns commercial rental properties and acts as a landlord, but spends no time on these activities during trading hours.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations33 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
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