James Mcglothlin is a ChFC-designated registered investment advisor at Edward Jones, based in Cary, NC, 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.
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
1151 SE Cary Pkwy Suite 102, Cary, NC, 27518
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
James volunteers as a camera assistant for PGA Tour Entertainment, assisting with location setup on the golf course. This takes about 10-20% of his time.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations14 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
More Advisors
- Krista BiondolilloEdward Jones
- Darrin Guay, CFPEdward Jones
- Jason Jonczak, CFPEdward Jones
- Elizabeth Asbill, CFPEdward Jones
- Justin Clayton, ChFCEdward Jones
- Matthew Gieszl, CFPEdward Jones