James Jones (CRD# 5894020) is an Investment Advisor Representative working at Mdx Wealth Management in Sugar Land, TX and has over 12 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bournehill Investment Services, Inc. | Mineola, NY | Feb 2022 - Current | 2 |
| Mdx Holdings Inc. | Sugarland, TX | Jan 2016 - Current | 8 |
| Mdx Wealth Management | Sugarland, TX | Jan 2012 - Current | 12 |
| Callaway Financial Services, Inc. | Houston, TX | Mar 2016 - Feb 2022 | 5 |
| Synergy Financial LLC | Houston, TX | Sep 2015 - Aug 2018 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2012 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2012 |
- AZ
- CA
- NV
- TX
-
Total Assets Under Management56MILLIONS
-
Total Number of Accounts254ACCOUNTS
-
Average Account Value$219,299
- 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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