Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
35 years
Location
Crockett, TX
Advisory Services Network
Multi-team
James Malloch is a financial advisor with Advisory Services Network and holds Series 63 and Series 66 licenses. He has 34 years of industry experience, including roles at Cambridge Investment Research Advisors and Jackson Hollow Asset Management. Malloch has also worked as an independent insurance agent for various companies. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisors. The firm offers portfolio management, financial planning, investment consulting, and a wrap-fee program, managing about $8.6 billion in client assets.
Based on Advisory Services Network
Based on Advisory Services Network
Fixed fees for financial planning and investment consulting services range from $1,000 to $40,000 per plan or service.
$0 - $500,000: 2.25% $500,001 - $2,000,000: 1.75% $2,000,001 - $5,000,000: 1.50% $5,000,001+: 1.25%
IARs may receive commissions from securities transactions, insurance product sales, and futures/commodities transactions in their separate capacities as broker-dealer registered representatives or insurance agents.
Financial planning and investment consulting hourly fees range from $150 to $400 per hour.
Monthly subscription fee-based advice service ranging from $35 to $250 per month.
Account minimum: $25,000 Fee-only: Portfolio management fees charged on a tiered or floating flat schedule, negotiable; Financial planning fees charged hourly ($150 - $400/hour) or fixed fee ($1,000 - $40,000 per plan); Investment consulting fees charged hourly ($150 - $400/hour), fixed fee ($1,000 - $40,000 per service), or monthly subscription fee ($35 - $250 per month); Retirement plan consulting fees charged as fixed fee or asset-based up to 1.50% annually.
Crockett, TX
Crockett TX
Advisors at this office
1
Louisiana · Texas
35 years of industry experience
Advisory Services Network, LLC
2021 - Present • 5 years
Atlanta, GA
Malloch Wealth Management
2021 - 2021 • 1 year
Chappell Hill, TX
Jackson Hollow Asset Management
2010 - 2017 • 7 years
Fairfield, TX
Cambridge Investment Research Advisors
2009 - 2021 • 12 years
Fairfield, IA
Cambridge investment Research, Inc.
2009 - 2021 • 12 years
Fairfield, IA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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.
Series 66
Crockett, TX
Edward Jones
Nathan Heersink is a financial advisor with Edward Jones in Crockett, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.
Series 66
Crockett, TX
Edward Jones
Matthew Raines is a financial advisor with Edward Jones, holding a Series 66 designation and five years of industry experience. He has been with Edward Jones since 2020 and previously worked at Frontier Camp, Inc. for 17 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.
CFP®, Series 63, Series 66
Crockett, TX
Edward Jones
James Dowell is a CFP®-certified financial advisor with Edward Jones, based in Crockett, TX, and has 33 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory role, he is president of Bulldog Land Company, involved in buying and selling land. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.
Series 63, Series 66
Crockett, TX
Fidelity
Madison Sanchez is a financial advisor at Fidelity with seven years of industry experience. She has worked with Fidelity Investments since 2021 and previously held positions at Wells Fargo Clearing and Wells Fargo Bank, N.A. Outside of her advisory work, Madison participates in local bowling leagues. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios including model portfolios and multi-manager fund structures.
CFP®, Series 66
Crockett, TX
Edward Jones
Patrick Dowell is a CFP® professional with four years of industry experience, currently advising at Edward Jones since 2023. He previously worked at Merrill and Goldman Sachs and has a background that includes time at Baylor University and Protiviti. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies with a fiduciary standard of care.
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