James Crites (CRD# 7542106) is an Investment Advisor Representative working at Edward Jones in Venice, FL and has 1 year of experience in the finance industry.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 1493667
Spire Wealth Management, LLC
CRD# 5983189
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | St Louis, MO | May 2022 - Current | 2 |
Palm Beach Quote Insurance | Bonita Springs, FL | Apr 2021 - Mar 2022 | < 1 |
Unemployed | Fort Myers, FL | Sep 2020 - Apr 2021 | < 1 |
Stillwater Grille | Fort Myers, FL | Jun 2020 - Sep 2020 | < 1 |
Unemployed | Fort Myers, FL | Mar 2020 - Jun 2020 | < 1 |
Cantina 109 | Fort Myers, FL | Jun 2016 - Mar 2020 | 3 |
Northwestern Mutual | Fort Myers, FL | Jun 2019 - Sep 2019 | < 1 |
Zumiez | Fort Myers, FL | Jun 2017 - Aug 2017 | < 1 |
Captain Eddies | Venice, FL | Aug 2015 - Jun 2016 | < 1 |
Cool Breeze Boats & Jets | Venice, FL | Jun 2015 - Jun 2016 | 1 |
Tj Maxx | Venice, FL | Jun 2014 - Sep 2015 | 1 |
Hungry Howies | Venice, FL | May 2015 - Jul 2015 | < 1 |
Unemployed | Venice, FL | May 2012 - Jun 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2022 |
- FL
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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