James Boles is a CFP-designated registered investment advisor at Edward Jones, based in Marion, NC, with 8 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
160 S Main Street, Marion, NC, 28752
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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 with WMIT Blue Ridge Broadcasting, a radio ministry in Asheville, NC. He spends a few hours per week setting up and tearing down volunteer sets for events, talking with people, and offering prayer and encouragement.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations9 states
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