Jennifer T James

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

• 03/2023 → Present
  Edward Jones
  St Louis, MO
• 07/2019 → 03/2023
  Rei Systems Inc
  Sterling, VA
• 03/2018 → 07/2019
  Dogtopia
  Chantilly, VA
• 04/2016 → 03/2018
  Shift 7 Digital (Formerly Siteworx)
  Reston, VA

Other Businesses

Dogtopia of Dulles Type of business: Dog Daycare Services Chantilly, VA Start date: 5/1/2008 Owner Hours per week: 5 Hours during trading: 0 Desc: None really - just an owner. I will do financial projections and review the overall business activities, growth metrics to be sure we are on track. * Dogtopia of Frederick Type: Dog Daycare Services Date: 12/31/24 Title: Owner Trad Hrs: 0 Tot Hrs: 1 Desc: None at the moment. Just decision making when needed regarding business direction. City-State: Frederick MD" * Dogtopia of Ashburn Type: Dog Daycare Services Date: 01/09/25 Title: Owner Trad Hrs: 0 Tot Hrs: 5 Desc: Planning with Partner but no real responsibilities. He handles the business. The business is not open yet. Estimated to be open in August 2025. City-State: Ashburn VA"

Exams

• S66 Uniform Combined State Law Examination
  2023-05-15

Other Names

• Jennifer Greenwood
• Jennifer Taylor Lea Ale James