James Falcon is a CFP-designated registered investment advisor at Edward Jones, based in Huntsville, AL, with 21 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
810 Regal Dr, Huntsville, AL, 35801
Get directionsHistory
Regulatory History (1)
Criminal
May 1992Other Business Activities
James is the president/treasurer of Spring City Triathletes, managing membership and finances. He is also the managing member of JMAC LLC, a real estate business, dedicating a few hours per week to maintaining property.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations43 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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