James Adam Windsor

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	2023-04-13
AL	RA	APPROVED	2014-08-25

TX RA
APPROVED_RES

Since 2023-04-13
AL RA
APPROVED

Since 2014-08-25

Branch Locations

1500 Southlake Park Ste 200, Hoover, AL 35244 • 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

WINDSOR CAPITAL LLC Type of business: Real Estate HOOVER, AL Start date: 12/10/2025 Owner Hours per week: 2 Hours during trading: 2 Desc: I am an eventual FA owner. I've closed on the property and am working w/ BRE to get relocated.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-08-22

S66 Uniform Combined State Law Examination

2014-08-22

Designations

Certified Financial Planner

View on SEC IAPD