James Wawner

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

• 03/2017 → Present
  Edward Jones
  St Louis, MO
• 08/2011 → 02/2017
  Alcami Corporation
  Wilmington, NC
• 09/2011 → Present
  United States Coast Guard Reserve
  Wilmington, NC

Other Businesses

United States Coast Guard Reserves Type of business: United States Armed Service Wilmington, NC Start date: 7/19/2011 Marine Science Technician-1st Hours per week: 4 Hours during trading: 0 Conducting safety and security inspections at designated waterfront facilities, responding to oil and hazardous material spills in waterways, conducting boardings to ensure compliance with domestic laws and international treaties on foreign flagged vessels, supervise loading of explosives on vessels.

Exams

• S66 Uniform Combined State Law Examination
  2017-04-28

Designations

• Certified Financial Planner

Other Names

• Bud Wawner
• James Thomas Wawner
• James Thomas Wawner