James Fazio

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

• 11/2011 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Paradox Designs LLC Type of business: Real estate holding company Sheridan, WY Start date: 7/10/2020 Part Owner Hours per week: 0 Hours during trading: 0 Manage real estate development * Eternal Light & Sound LLC Type of business: Pro Audio Loveland, CO Start date: 8/1/2024 Consulting Hours per week: 0 Hours during trading: 0 Provide guidance on upgrading audio system for university church.

Exams

• S66 Uniform Combined State Law Examination
  2012-01-20