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James Rollins Jr.

Advisor at Edward Jones

Updated today

Location

Mansfield, LA 71052

Credentials

Series 66

Industry experience

9 years

About

James Rollins Jr. is a financial advisor with Edward Jones in Mansfield, LA, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at Wells Fargo Clearing and AT&T Mobility Inc. Outside of his advisory work, he owns JM Rollins Enterprises LLC, a real estate rental business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies and advisory services. The firm is known for its extensive network of advisors and branch offices, as well as its affiliated capabilities beyond traditional advisory services.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$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)

Other

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.

Location

117 Jefferson St

Mansfield, LA 71052

Most active in

Louisiana · Texas

Work history

Edward Jones

2018 - Present (8 years)

Wells Fargo Clearing

2016 - 2018 (2 years)

AT&T Mobility Inc.

2012 - 2016 (4 years)

Disclosures

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

Business activities & affiliations

Crystal B

CFP®, Series 66

Mansfield, LA

Edward Jones

Crystal Burns is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. She holds the Series 66 designation and is based in Mansfield, LA. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Laurie A

Series 66

Mansfield, LA

Raymond James Financial

Laurie Alexander is a financial advisor with Raymond James Financial, holding a Series 66 designation and 17 years of industry experience. She previously worked at Edward Jones for 11 years and has been with Raymond James and Williamson Financial Services since 2019, where she is the owner of Williamson Financial Services, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various programs and emphasizes a collaborative advisory approach tailored to client risk profiles and goals.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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