James Robert Wynes

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:

Current Employers

Edward Jones

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-10-18

TX RA
APPROVED

Since 2023-10-18

Branch Locations

13276 Research Blvd Suite 110, Austin, TX 78750 • 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 Jones	St Louis	MO	08/2023	Present
Wynes Insurance Agency	Cortez	CO	08/2015	03/2019
Aflac	Minneapolis	MN	08/2014	12/2022
Risk Services Of Louisiana	Austin	TX	01/2023	05/2023

08/2023 → Present

Edward Jones

St Louis, MO
08/2015 → 03/2019

Wynes Insurance Agency

Cortez, CO
08/2014 → 12/2022

Aflac

Minneapolis, MN
01/2023 → 05/2023

Risk Services Of Louisiana

Austin, TX

Other Businesses

Tonya Wynes, LLC Type of business: Insurance Austin, TX Start date: 5/24/2017 Member Hours per week: 0 Hours during trading: 0 No responsibilities *** "Wynes Insurance Agency Type of business: Insurance Agency Cortez, CO Start date: 8/1/2015 Owner Hours per week: 0 Hours during trading: 0 No active responsibilities at all ***

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-10-13

S66 Uniform Combined State Law Examination

2023-10-13

Other Names

Jim Wynes
Jim Bob Wynes
Jb Wynes
James Wynes

View on SEC IAPD