James Shirey is a registered investment advisor at Edward Jones, based in Lubbock, TX, 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
11911 Frankford Ave Suite 200, Lubbock, TX, 79424
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2008Customer Dispute
June 2007Other Business Activities
James owns rental property in Lubbock, TX since 2015 and another rental property since 2016, with property management handling the day-to-day operations. He is also the President of Shirey Family Farms LLC since 2023, where the property is leased to a farmer and his responsibilities are limited to paying bills and depositing income checks.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations25 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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