James Van Pelt

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

• 07/2019 → Present
  Edward Jones
  St Louis, MO
• 01/2015 → 04/2017
  Sandhill's Publishing Company
  Lincoln, NE
• 04/2017 → 08/2018
  Yelp, Inc.
  Scottsdale, AZ
• 08/2018 → 06/2019
  Quicken Loans
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2019-08-31

Designations

• Certified Financial Planner

Other Names

• James Van Pelt
• James David Van Pelt