James Griffin

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

• 03/2018 → Present
  Edward Jones
  St Louis, MO
• 07/2011 → 02/2018
  Salem Professional Group
  Oakbrook Terrace, IL

Other Businesses

JAG Properties LLC Type of business: Rental properties Sherwood, AR Start date: 1/1/2013 Sole member Hours per week: 0 Hours during trading: 0 Owner Pinnacle North LLP Type of business: Property management company Sherwood, AR Start date: 1/1/2012 Member Hours per week: 0 Hours during trading: 0 Silent partner 137 Shadow Oaks LLC Type of business: Real estate holding company Sherwood, AR Start date: 1/31/2022 Partner Hours per week: 0 Hours during trading: 0 Co Owner Jane Wick LLC Type of business: Retail sales Bentonville, AR Start date: 3/1/2025 Investor Hours per week: 0 Hours during trading: 0 Seed level investor for a retail start up.

Exams

• S66 Uniform Combined State Law Examination
  2018-05-11

Designations

• Certified Financial Planner

Other Names

• James Allen Griffin