James Kent Goodman

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

• 06/1999 → Present
  Edward D. Jones & Co., L.P.
  St. Louis, MO

Other Businesses

HGQ Pacific LLC Type of business: Real Estate Omaha, NE Start date: 6/3/2014 Limited Liability Member Hours per week: 0 Hours during trading: 0 Passive Investor in Real estate project in Omaha NE. HGQ LLC is a partial investor in a commercial property. An account exists for HGQ LLC. * Jandy Holdings, LLC Type of business: real estate Fremont, NE Start date: 1/1/2006 Owner Hours per week: 2 Hours during trading: 0 Investing in rental properties. * Sacred Heart Catholic Church Finance Committee Omaha, NE Start date: 1/1/2014 Board Member Hours per week: 0 Hours during trading: 0 Finance Committee board member *

Exams

• S66 Uniform Combined State Law Examination
  2006-12-29
• S63 Uniform Securities Agent State Law Examination
  1999-08-25

Other Names

• Jim Goodman