James C Allen

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

• 05/2026 → Present
  Edward Jones
  St. Louis, MO
• 07/2022 → 04/2026
  Bank Of America
  Charlotte, NC
• 08/2018 → 05/2022
  University Of Georgia
  Athens, GA
• 05/2021 → 08/2021
  Bank Of America
  Charlotte, NC
• 05/2020 → 08/2020
  Truist
  Atlanta, GA
• 08/2014 → 08/2018
  Hilton Head High School
  Hilton Head Island, SC

Exams

• S66 Uniform Combined State Law Examination
  2026-07-16

Other Names

• James Collier Allen
• Jimmy Allen