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JB
CFP
JB
CFP

James Beard

Edward Jones
11 Years of Experience
Evansville, IN
1 DisclosureBroker
View SEC Summary
View SEC Summary

James Beard is a CFP-designated registered investment advisor at Edward Jones, based in Evansville, IN, with 11 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.

Edward Jones
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

445 Cross Pointe Blvd, Suite 220, Evansville, IN, 47715

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History

Regulatory History (1)
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Criminal
May 2026
Pending Charge
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Edward JonesBroker
August 2016 - Present · 10 yrs 2 mos
Edward Jones
August 2016 - Present · 10 yrs 2 mos
Previous Registrations
Park Avenue Securities LLC
February 2021 - April 2021 · 2 mos
Park Avenue Securities LLCBroker
February 2021 - April 2021 · 2 mos
LPL Financial LLCBroker
February 2015 - April 2016 · 1 yr 2 mos
LPL Financial LLC
February 2015 - April 2016 · 1 yr 2 mos
Wells Fargo Advisors, LLC
November 2014 - February 2015 · 3 mos
Wells Fargo Advisors, LLCBroker
October 2014 - February 2015 · 4 mos
Woodmen Financial Services, INC.Broker
June 2014 - June 2014 · 0 mos
State Registrations16 states
ALCACOCTFLGAILINKYMNOHOKSCTNTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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