James M Williamson

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1998 → Present
  Edward D. Jones & Co., L.P.
  River Falls, WI

Other Businesses

KENNETH O RUUD TRUST Type of business: IRR TRUST RIVER FALLS, WI Start date: 10/18/2002 TRUSTEE Hours per week: 0 Hours during trading: 0 Desc: To direct the trust according to the trust document. I would estimate hours worked are 10 hours per year so was unable to input hours per week. * MARSH CREEK LLC LLC RIVER FALLS, WI Start date: 9/1/2003 PARTNER Hours per week: 0 Hours during trading: 0 No responsibilities * Rental Property Type of business: residential property Shepherdstown, WV Start date: 1/1/2020 owner Hours per week: 0 Hours during trading: 0 Maintain property * Pheasant Run Properties LLC Type of business: LLC River Falls, WI Start date: 1/6/2025 Owner Hours per week: 0 Hours during trading: 0 Desc: 75% owner of the LLC we own 310 acres on hunting land in South Dakota

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-03-11

Other Names

• James Marlin Willamson
• James Marlin Williamson