James Robert Weinmann

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	2022-01-06
AZ	RA	APPROVED	2014-08-26

TX RA
APPROVED

Since 2022-01-06
AZ RA
APPROVED

Since 2014-08-26

Branch Locations

36413 N Gantzel Rd Suite 4, San Tan Valley, AZ 85140 • 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	06/2014	Present

06/2014 → Present

Edward Jones

St Louis, MO

Other Businesses

Boundary Waters, LLC Type of business: Residential real estate San Tan Valley, AZ Start date: 4/4/2022 Owner Hours per week: 0 Hours during trading: 0 Residential Real Estate Investor * Gophers 1 LLC Type of business: Rental real estate San Tan Valley, AZ Start date: 9/1/2023 Manager Hours per week: 1 Hours during trading: 1 Maintain property * Gophers 2 LLC Type of business: Rental real estate San Tan Valley, AZ Start date: 9/1/2023 Manager Hours per week: 1 Hours during trading: 1 This LLC is the legal entity that owns property

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-08-08

S66 Uniform Combined State Law Examination

2014-08-08

View on SEC IAPD