James H Engelman

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_RES	2018-12-27
NC	RA	APPROVED	2014-01-06

TX RA
APPROVED_RES

Since 2018-12-27
NC RA
APPROVED

Since 2014-01-06

Branch Locations

Hudson, NC • 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	09/2013	Present

09/2013 → Present

Edward Jones

St Louis, MO

Other Businesses

Little Gunpowder Creek Farm Type of business: Farm Hudson, NC Start date: 4/1/2022 President/owner Hours per week: 15 Hours during trading: 0 I own 10 acres with my house on it. I am turning in to a farm for tax benefits

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-11-08

S66 Uniform Combined State Law Examination

2013-11-08

Other Names

James Hudon Engelman
James Hudon Engelman

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