James Peter Zawacki

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

• 12/2010 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Orchard Terrace Senior Housing Tecumseh, MI Start date: 4/1/2013 Director Hours per week: 0 Hours during trading: 0 I am general Board member and take part in all Board decisions for this Not-for-Profit HUD subsidized senior housing complex.

Exams

• S66 Uniform Combined State Law Examination
  2011-02-04

Designations

• Chartered Financial Consultant

Other Names

• James P Zawacki