James Robert Eidson
Professional Summary
James Robert Eidson, who also goes by James R Eidson, was a registered financial advisor. James was a previously registered financial professional and started their career in finance 1969 - 2017. James had worked at 19 firms and has passed the Series 63, SIE, Series 31, Series 15, Series 5, PC, Series 000, Series 1, Series 4, Series 40 and Series 12 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
James R Eidson
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
57 years in the financial services industry
Current & Past Employments
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Current Firm
M&A SECURITIES GROUP, INC. | TOWER BROKERAGE SERVICES, INC.
Contact Information
Main Address
4151 N. Mulberry Drive Suite 252, Kansas City, MO 64116Mailing Address
4151 N. Mulberry Drive Suite 252, Kansas City, MO 64116Phone Number
(816) 888-7920Established
Kansas since 12/18/1995Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (48 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 15 — Foreign Currency Options Examination
Passed Jun 1984Series 5 — Interest Rate Options Examination
Passed Oct 1981PC — AMEX Put and Call Exam
Passed Apr 1981Series 000 — General Securities Principal Examination
Passed Jul 1969Series 1 — Registered Representative Examination
Passed Jul 1969Series 40 — Registered Principal Examination
Passed Sep 1973Series 12 — NYSE Branch Manager Examination
Passed Sep 1973Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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