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James Edward Neves

Edward Jones

Athens, GA

CRD 6879348

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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
TX RA APPROVED_RES 2023-04-12
GA RA APPROVED 2018-01-31
  • TX RA
    APPROVED_RES
    Since 2023-04-12
  • GA RA
    APPROVED
    Since 2018-01-31

Branch Locations

1895 Lexington Rd, Athens, GA 30605 • 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 11/2017 Present
Vitamin Derivatives, Inc. Athens GA 10/2007 08/2017
Canopy Studio Athens GA 01/2012 Present
  • 11/2017 → Present
    St Louis, MO
  • 10/2007 → 08/2017
    Vitamin Derivatives, Inc.
    Athens, GA
  • 01/2012 → Present
    Canopy Studio
    Athens, GA
Other Businesses

Canopy Studio Type of business: Aerial Dance Studio Athens, GA Start date: 1/1/2012 Senior Instructor / Performer Hours per week: 1 Hours during trading: 0 Instruct adults during 1-2 one hour classes a week on trapeze and occasionally fabrics/silks/tissues and also occasional private lessons or substitute for other classes. Occasionally paid to perform.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-01-29
  • S66 Uniform Combined State Law Examination
    2018-01-29
Other Names
  • James Edward Neves

View on SEC IAPD

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