James Edward Phelps is an investment adviser representative (IAR) with state registration records since 2010, appearing at 5 firms. Currently registered with &PARTNERS.
| Firm | From | To | Current |
|---|---|---|---|
| &PARTNERS | 2024-09-04 | present | Yes |
| LPL FINANCIAL LLC | 2024-03-21 | 2024-09-17 | — |
| SAXONY CAPITAL MANAGEMENT LLC. | 2018-07-23 | 2023-05-31 | — |
| SCOTTRADE INVESTMENT MANAGEMENT | 2017-05-01 | 2018-03-09 | — |
| EDWARD D. JONES & CO., L.P. | 2010-01-04 | 2011-06-27 | — |