TrueAdvisor
TrueAdvisor
JA
CFP
JA
CFP

James L Alexander

Edge Financial Advisors, LLC
15 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Edge Financial Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
243 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$379.3M

Fee Structure

Minimum Annual Fee:$5,000

Location

111 West Wesley Street, Suite 1, Wheaton, IL, 60187

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Edge Financial Advisors, LLC
October 2019 - Present · 6 yrs 4 mos
Previous Registrations
TD Ameritrade, INC.
February 2018 - October 2019 · 1 yr 8 mos
TD Ameritrade Investment Management, LLC
February 2018 - October 2019 · 1 yr 8 mos
TD Ameritrade, INC.Broker
February 2018 - October 2019 · 1 yr 8 mos
Scottrade Investment Management
January 2017 - February 2018 · 1 yr 1 mo
Scottrade, INC.Broker
August 2010 - February 2018 · 7 yrs 6 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.