James Patrick Stiles

Employer firm

&Partners CRD 3767

$30.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/1999 → 03/2024
  Edward D. Jones & Co., L.P.
  New Haven, MO
• 03/2024 → Present
  &Partners, Llc
  Nashville, TN

Previous Registrations

• 1999-11-10 → 2024-03-11
  Edward Jones
  New Haven, MO

Other Businesses

New Haven Land Development LLC Type of business: Rental property New Haven, MO Start date: 8/25/2016 Owner Hours per week: 0 Hours during trading: 0 Maintain property Stiles Farms LLC. Type of business: Farm Land and Hunting lease Gerald, MO Start date: 9/5/2023 Owner Hours per week: 6 Hours during trading: 2 A group of local hunters who strictly pay me 4,500 for them to have a place to hunt deer. 25 acres of crops for which generates $5,000 for crops annually.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-23
• S63 Uniform Securities Agent State Law Examination
  1999-06-11