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James Sanstead

Edward Jones

Chandler, AZ

CRD 7374217

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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
TX RA APPROVED 2022-06-08
AZ RA APPROVED 2021-07-20
  • TX RA
    APPROVED
    Since 2022-06-08
  • AZ RA
    APPROVED
    Since 2021-07-20

Branch Locations

2945 E Riggs Rd Suite 14, Chandler, AZ 85249 • 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
Edward Jones St Louis MO 05/2021 Present
University Of Phoenix Phoenix AZ 10/2004 02/2021
  • 05/2021 → Present
    Edward Jones
    St Louis, MO
  • 10/2004 → 02/2021
    University Of Phoenix
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-19
  • S66 Uniform Combined State Law Examination
    2021-07-19
Designations
  • Certified Financial Planner
Other Names
  • James Harlow Sanstead

View on SEC IAPD

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