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James Eldon Hurst

Advisor at OSAIC — Hermiston, OR E Main St

Updated today

Credentials

Series 63, Series 65

Experience

18 years

Location

Hermiston, OR 97838

OSAIC logo

OSAIC

Institution

Total advisors

7,830

Across 3,555 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

James Hurst is a financial advisor at Osaic with 18 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Osaic in 2024, he worked for Securities America Advisors and Securities America, Inc. He serves as a director on the Hermiston School District Board of Education and provides private voice instruction and music production. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisors. The firm offers a range of integrated brokerage and advisory services, utilizing proprietary asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

See office

Hermiston, OR E Main St

245 E Main St, Suite B

Hermiston OR 97838

Advisors at this office

1

Most active in

Oregon · Texas · Washington

Work history

18 years of industry experience

OSAIC

2024 - Present • 2 years

Hermiston, OR

Securities America Advisors

2015 - 2024 • 9 years

Klamath Falls, OR

Securities America, Inc.

2014 - 2024 • 10 years

Klamath Falls, OR

Klamath Insurance Center, Inc

2008 - Present • 18 years

Klamath Falls, OR

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Devin B

Series 66

Hermiston, OR

Edward Jones

Devin Bailey is a financial advisor with Edward Jones in Hermiston, OR, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in the education sector with the Morrow County and Stanfield School Districts for a combined nine years. Outside of advisory work, he is involved in a local salon business as an owner and serves as secretary for a community pickleball organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options. The firm manages over $1 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner Doctor or Medical Professional Educators, Teachers, and Academics

Kameron W

ChFC®, Series 66

Hermiston, OR

Edward Jones

Kameron Watson is a financial advisor at Edward Jones with eight years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2019, he worked at US Bancorp Investments Inc and US Bank. He also has experience in education from Lane Community College and the University of Oregon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Inheritance planning Founder/Business Owner

Kacie L

Series 66

Hermiston, OR

Edward Jones

Kacie Levy is a financial advisor at Edward Jones in Hermiston, OR, holding a Series 66 designation with 16 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she co-owns and coaches a youth travel softball team through Bulldog Youth Softball, LLC. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Divorce financial planning Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive

Kassandra W

CFP®, Series 66

Hermiston, OR

Edward Jones

Kassandra Williams is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. She is based in Hermiston, OR, and holds a Series 66 license. Outside of her advisory role, Williams volunteers as a reserve police officer with the Umatilla Police Department. Edward Jones is a full-service wealth management firm servicing individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Retired Founder/Business Owner Executive Women Professionals
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Rachel A

Series 66

Hermiston, OR

Edward Jones

Rachel Allen is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has previously worked at Madison Ranches and the Echo School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Marcella H

Series 63, Series 65

Hermiston, OR

LPL Financial

Marcella Haines is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She has been with LPL Financial and its predecessor firm since 1990. Haines also serves as a speaker and educator on retirement topics through Vision Retirement Education Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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