James Jones, financial advisor Sugar Land TX

James Jones

CRD 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.

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Nxt:gen Financial Planning
Company Name Location Dates Years
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
Contact Info for James D. Jones
Phone Number: 713-877-2526
Firm Website: http://mdxwealth.com
Registered State(s):
  • AZ
  • CA
  • NV
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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