James E. Yarbrough

STONEBRIDGE WEALTH MANAGEMENT, LTD., CO.

GREENVILLE, SC

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CRD#: 2849196

Professional summary

James Edward Yarbrough JR is a registered financial advisor currently at STONEBRIDGE WEALTH MANAGEMENT, LTD., CO. located in Greenville, South Carolina and IDLE HILL ADVISORS LLC located in Greenville, South Carolina.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. James has worked at 6 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Edward Yarbrough JR's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 23, 2010 - Present

STONEBRIDGE WEALTH MANAGEMENT, LTD., CO.

RIA

CRD#: 155149

GREENVILLE, SC

Current

April 20, 2025 - Present

IDLE HILL ADVISORS LLC

Office #1: 201 Roper Creek Drive, Greenville, SC 29615

RIA

CRD#: 317040

GREENVILLE, SC

Past

October 19, 2009 - October 13, 2010

INVEST FINANCIAL CORPORATION

RIA

CRD#: 12984

GREENVILLE, SC

Past

October 19, 2009 - October 13, 2010

INVEST FINANCIAL CORPORATION

CRD#: 12984

GREENVILLE, SC

Past

June 1, 2009 - November 16, 2009

MORGAN STANLEY

RIA

CRD#: 149777

GREENVILLE, SC

Past

June 1, 2009 - November 16, 2009

MORGAN STANLEY

CRD#: 149777

GREENVILLE, SC

Past

November 6, 2007 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

GREENVILLE, SC

Past

November 2, 2007 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

GREENVILLE, SC

Past

February 15, 2007 - November 6, 2007

EDWARD JONES

RIA

CRD#: 250

GREENVILLE, SC

Past

March 7, 2005 - November 6, 2007

EDWARD JONES

CRD#: 250

GREENVILLE, SC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(5/12/2025)

IAR

South Carolina
(11/23/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/8/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/11/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/4/2005

General Securities Representative Examination

Current Firm

IDLE HILL ADVISORS LLC

CRD#: 317040 / SEC#:

North Carolina

Registered Investment Advisory firm - (5/9/2025 Approved)

South Carolina

Registered Investment Advisory firm - (2/28/2022 Approved)

Texas

Registered Investment Advisory firm - (7/18/2022 Conditional Restricted)

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Contact information

Main Address

201 Roper Creek Drive, Greenville, SC 29615

Mailing Address

Phone number

(864) 297-6125

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	655
AUM (Assets Under Management)	$ 82,197,471

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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James E. Yarbrough

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Edward Yarbrough JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

IDLE HILL ADVISORS LLC

INVEST FINANCIAL CORPORATION

INVEST FINANCIAL CORPORATION

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 2/8/2007

Series 63

Date: 3/11/2005

Series 7

Date: 3/4/2005

Current Firm

IDLE HILL ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

IDLE HILL ADVISORS LLC

TRUST BUT VERIFY

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