James Larned Waterman

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

• 09/2018 → Present
  Edward Jones
  St Louis, MO
• 07/2014 → 03/2018
  Veritiv
  Dallas, TX
• 04/2018 → 08/2018
  Unemployed
  Frisco, TX

Other Businesses

Business Network International Charlotte, NC Start date: 3/21/2019 Member Hours per week: 0 Hours during trading: 0 Networking Group. Thousands of chapters around the world. The group that I am part of is called Wealth Builders in Frisco Texas. We meet weekly. LLC = J & J By The Bay Type of business: Condo - own 50% share Unit 1203, Naples, FL Start date: 8/20/2015 Owner Hours per week: 1 Hours during trading: 0 Condo is owned thru two different LLC's. My LLC and my sisters LLC. We normally rent this unit out for a 3 or 4 month period once a year. Southdal, LLP Type of business: Own 12.90% of 7 acres of raw land Suite 250, Dallas, TX Start date: 12/7/1999 LPT Hours per week: 0 Hours during trading: 0 0

Exams

• S66 Uniform Combined State Law Examination
  2018-11-01

Designations

• Certified Financial Planner