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Credentials
Series 66
Experience Industry experience
8 years
Location
Madison, FL 32340
Edward Jones
Institution
James Davis is a financial advisor at Edward Jones in Madison, FL, holding a Series 66 designation with eight years of industry experience. Before joining Edward Jones in 2018, he worked at the Madison County Clerk of Court and Madison Creative Arts Academy. Outside of his advisory role, he co-manages Daylight Salon and Spa, a business he has been involved with since 2005. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of investment advisory programs and affiliated services with approximately $1.01 trillion in assets under management.
Based on Edward Jones
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Madison, FL
169 SW Range Ave
Madison FL 32340
Advisors at this office
1
Florida · Texas
8 years of industry experience
Edward Jones
2018 - Present • 8 years
St Louis, MO
Madison County Clerk of Court
2017 - 2018 • 1 year
Madison, FL
Madison Creative Arts Academy
2015 - 2017 • 2 years
Madison, FL
Daylight Salon and Spa, LLC
2005 - Present • 21 years
Madison, FL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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