James Allen Kubiak

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Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2018-12-10
MT	RA	APPROVED	2016-08-16

TX RA
APPROVED_RES

Since 2018-12-10
MT RA
APPROVED

Since 2016-08-16

Branch Locations

4265 Fallon Street Suite 3A, Bozeman, MT 59718 • 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

Organization	City	State	From	To
Edward D. Jones & Co., L.P.	St. Louis	MO	05/1999	Present

05/1999 → Present

Edward D. Jones & Co., L.P.

St. Louis, MO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-01-18
S63	Uniform Securities Agent State Law Examination	1999-07-09

S66 Uniform Combined State Law Examination

2007-01-18
S63 Uniform Securities Agent State Law Examination

1999-07-09

Other Names

Jim Kubiak

View on SEC IAPD

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BRENDA MOLEN DAVIS

Other Offices

CETERA INVESTMENT ADVISERS LLC · BOZEMAN, MT

VALUE PARTNERS LLC · BOZEMAN, MT

VALIC FINANCIAL ADVISORS, INC. · BOZEMAN, MT

BITTERROOT CAPITAL ADVISORS LLC · BOZEMAN, MT

U.S. BANCORP ADVISORS, LLC · Bozeman, MT

MONTANA INVESTMENT ADVISORS INC · BOZEMAN, MT

EAGLE STRATEGIES LLC · BOZEMAN, MT

XYPN INVEST · BOZEMAN, MT

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