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James Patrick Lundin

Edward Jones

Hastings, MI

CRD 1931656

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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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2017-08-31
  • MI RA
    APPROVED
    Since 2017-08-31

Branch Locations

2169 W M 43 Hwy Suite A, Hastings, MI 49058 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pacific Life Newport Beach CA 02/2003 11/2016
Edward Jones St Louis MO 07/2017 Present
Unemployed Portage MI 11/2016 06/2017
  • 02/2003 → 11/2016
    Pacific Life
    Newport Beach, CA
  • 07/2017 → Present
    Edward Jones
    St Louis, MO
  • 11/2016 → 06/2017
    Unemployed
    Portage, MI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-26
S65 Uniform Investment Adviser Law Examination 1993-03-04
S63 Uniform Securities Agent State Law Examination 1990-05-17
  • S66 Uniform Combined State Law Examination
    2017-07-26
  • S65 Uniform Investment Adviser Law Examination
    1993-03-04
  • S63 Uniform Securities Agent State Law Examination
    1990-05-17
Other Names
  • Jim Lundin

View on SEC IAPD

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