James Morrison is a CFP-designated registered investment advisor at Edward Jones, based in Bradenton, FL, with 15 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
1001 3rd Avenue West Suite 170, Bradenton, FL, 34205-7872
Get directionsHistory
Regulatory History (3)
Financial
August 2019Financial
December 2018Financial
November 2017Other Business Activities
James is a board member of the Robinson Hearts and Minds Foundation, which raises funds for scholarships. He dedicates minimal time to this activity.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations28 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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