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James Gatlin Jones

STERLING INVESTMENT ADVISORS,LLC·BOLIVAR, Missouri
Clean recordSTERLING 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Gatlin Jones is a registered financial advisor based in BOLIVAR, Missouri, affiliated with STERLING INVESTMENT ADVISORS,LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
STERLING INVESTMENT ADVISORS,LLC
STERLING INVESTMENT ADVISORS,LLC
AUM
$180M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at STERLING INVESTMENT ADVISORS,LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1761488
Firm CRD# 117287
View on FINRA BrokerCheck →

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05

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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Other Advisors at STERLING INVESTMENT ADVISORS,LLC

John Ashley Jones
BOLIVAR, MO

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Missouri
ST. LOUIS (594)KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)SPRINGFIELD (54)MANCHESTER (37)COLUMBIA (31)JEFFERSON CITY (19)ST. PETERS (16)
City Guides
ST. LOUIS GuideKANSAS CITY GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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