James Cameron Boles

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

• 04/2018 → Present
  Edward Jones
  St Louis, MO
• 09/2013 → 04/2018
  Enterprise Holdings
  Greensboro, NC

Other Businesses

WMIT Blue Ridge Broadcasting Type of business: Radio Ministry Asheville, NC Start date: 1/23/2017 Events Volunteer Hours per week: 3 Hours during trading: 0 Setup and tear down volunteer sets for events within the broadcast signal. Talk with people that come by the booth. Pray, encourage, and inform inquirers. Christian Faith Publishers Marion, NC Start date: 5/19/2026 Hours per week: 0 Hours during trading: 0 Desc: No responsibilities

Exams

• S66 Uniform Combined State Law Examination
  2018-06-14

Designations

• Certified Financial Planner