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James Gatlin Jones

STERLING INVESTMENT ADVISORS,LLC·BOLIVAR, Missouri
Series 6, Series 63, Series 65Clean record30 years registeredSTERLING INVESTMENT ADVISORS,LLC
2095 S. BOSTON PLACE, BOLIVAR, MO 65613CRD# 1761488Firm CRD# 117287

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Gatlin Jones · BOLIVAR, MO
Registration
CRD #1761488 · STERLING INVESTMENT ADVISORS,LLC · 30 years registered
Brand Profile
Not yet started
01

Career History

STERLING INVESTMENT ADVISORS,LLC
Mar 1996 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Series 65
Registration record
First registered · March 20, 1996
Years registered · 30
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STERLING INVESTMENT ADVISORS,LLC
CRD 117287 · SEC 801-63925
AUM
$180M
Regulatory assets under management
Employees
6
272 client accounts
Services offered by STERLING INVESTMENT ADVISORS,LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STERLING INVESTMENT ADVISORS,LLC →
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Frequently Asked Questions

What services does James Gatlin Jones offer?
James Gatlin Jones specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOLIVAR, Missouri for a consultation.
What are James Gatlin Jones's credentials?
James Gatlin Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Gatlin Jones located?
James Gatlin Jones is based in BOLIVAR, Missouri, working with STERLING INVESTMENT ADVISORS,LLC. Their office serves clients in the BOLIVAR metropolitan area and surrounding communities.
How does James Gatlin Jones charge for services?
James Gatlin Jones's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STERLING INVESTMENT ADVISORS,LLC?
STERLING INVESTMENT ADVISORS,LLC has approximately 6 employees and manages $180M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Missouri
ST. LOUIS (349)KANSAS CITY (148)CLAYTON (77)CHESTERFIELD (69)SAINT LOUIS (65)SPRINGFIELD (36)MANCHESTER (20)COLUMBIA (18)ST. PETERS (16)JEFFERSON CITY (10)
City Guides
ST. LOUIS GuideKANSAS CITY GuideCLAYTON GuideCHESTERFIELD GuideSAINT LOUIS Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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