James JonesCRD Number: 5894020
Current Firm: Mdx Wealth Management
James Jones (CRD# 5894020) is an Investment Advisor Representative working at Mdx Wealth Management in Sugar Land, TX and has over 11 years of experience in the finance industry.
The Goff Financial Group
Hightower Advisors, LLC
Nxt:gen Financial Planning
|Bournehill Investment Services, Inc.||Mineola, NY||Feb 2022 - Current||1|
|Mdx Holdings Inc.||Sugarland, TX||Jan 2016 - Current||7|
|Mdx Wealth Management||Sugarland, TX||Jan 2012 - Current||11|
|Callaway Financial Services, Inc.||Houston, TX||Mar 2016 - Feb 2022||5|
|Synergy Financial LLC||Houston, TX||Sep 2015 - Aug 2018||2|
|Chase Bank||Houston, TX||Jul 2012 - Nov 2013||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2012|
|S65||NASAA Investment Advisors Law Examination||Dec 2012|
Total Assets Under Management47MILLIONS
Total Number of Accounts239ACCOUNTS
Average Account Value$196,734
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, NV, TX
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