James Shores
James Shores is a registered investment advisor at American Elite Advisory, based in Corpus Christi, TX, with 6 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, High Net Worth, Investment Management. Their firm serves 73 clients with $20M 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 | 2.00% |
Rate shown is for separately managed accounts (2.0% annual fee, negotiable). Other program rates apply: AssetMark at 1.10%, American Funds at 1.0%, and Jackson National annuities up to 1.5%.
Fee Estimator
Location
4444 Corona Dr, Suite 211, Corpus Christi, TX, 78411
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 ActivitiesSells Insurance
James is the owner of JVS Wealth LLC, where he works as a licensed independent insurance agent since 2013, focusing on Medicare, annuities, and life insurance. He dedicates about a quarter of his time to this, including time during trading hours, for financial planning using insurance products and Medicare insurance.
Employment History
Current Registrations
American Elite Advisory
Previous Registrations
Retirement Wealth Advisors, LLC
Royal Fund Management, LLC
State Registrations1 state
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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