James Colten Bales

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

• 02/2019 → Present
  Edward Jones
  St Louis, MO
• 09/2016 → 02/2019
  Westgate Resorts
  Gatlinburg, TN
• 09/2013 → 12/2016
  Under Armour
  Sevierville, TN

Exams

• S66 Uniform Combined State Law Examination
  2019-08-02