James Nelson Sherrill

CRD 7212791

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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

Authority	Category	Status	Date
TX	RA	APPROVED	2022-05-06
NC	RA	APPROVED	2022-02-22

TX RA
APPROVED

Since 2022-05-06
NC RA
APPROVED

Since 2022-02-22

Branch Locations

148 W Trade St, Dallas, NC 28034 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	01/2020	Present
Foodlion	Cherryville	NC	07/2016	04/2019
Pressure Washing Plus	Cherryville	NC	06/2019	07/2021

01/2020 → Present

Edward Jones

St Louis, MO
07/2016 → 04/2019

Foodlion

Cherryville, NC
06/2019 → 07/2021

Pressure Washing Plus

Cherryville, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-02-19

S66 Uniform Combined State Law Examination

2022-02-19

Other Names

James Nelson Sherrill

View on SEC IAPD

Nearby Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

TRUIST ADVISORY SERVICES, INC.

ALLSTATE FINANCIAL ADVISORS, LLC

Nearby Investors

James Nelson Sherrill

MARSHALL L FLETCHER

Nearby Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Gastonia, NC

EDWARD JONES · GASTONIA, NC

TRUIST ADVISORY SERVICES, INC. · GASTONIA, NC

More in Dallas, NC

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