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James Austin Weems

Edward Jones

Temecula, CA

Temecula, CA

CRD 7462859

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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

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
TX RA APPROVED 2022-02-08
  • CA RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2022-02-08

Branch Locations

27349 Jefferson Avenue Suite 106, Temecula, CA 92590 • United States

Temecula, CA • 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
OrganizationCityStateFromTo
Edward Jones St Louis MO 11/2021 Present
Parker Hannifin Irvine CA 09/2016 11/2021
The Home Depot Laguna Niguel CA 03/2019 06/2019
Webster University St Louis MO 10/2017 03/2021
  • 11/2021 → Present
    Edward Jones
    St Louis, MO
  • 09/2016 → 11/2021
    Parker Hannifin
    Irvine, CA
  • 03/2019 → 06/2019
    The Home Depot
    Laguna Niguel, CA
  • 10/2017 → 03/2021
    Webster University
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-19
  • S66 Uniform Combined State Law Examination
    2022-01-19

View on SEC IAPD

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