James Feeney is a registered investment advisor at Edward Jones, based in Morris, IL, 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
101 George St, Morris, IL, 60450
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Regulatory History (2)
Customer Dispute
September 2011Customer Dispute
January 2009Other Business Activities
James owns an Edward Jones office and rental property in Morris, IL, since January 2025. He spends a significant amount of time, exceeding full-time hours, on these activities, including about a quarter of his time during trading hours for maintenance.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations35 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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