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James Graham Tate

Edward Jones

Verona, VA

CRD 7961690

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-14
VA RA APPROVED 2024-11-22
  • TX RA
    APPROVED
    Since 2025-03-14
  • VA RA
    APPROVED
    Since 2024-11-22

Branch Locations

102 Dunsmore Road, Verona, VA 24482 • 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
OrganizationCityStateFromTo
Edward Jones St Louis MO 08/2024 Present
Worldstrides Charlottesville VA 07/2014 08/2024
  • 08/2024 → Present
    Edward Jones
    St Louis, MO
  • 07/2014 → 08/2024
    Worldstrides
    Charlottesville, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-13
  • S66 Uniform Combined State Law Examination
    2024-11-13

View on SEC IAPD

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Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Verona, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · STAUNTON, VA
EDWARD JONES · STAUNTON, VA

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