Ameriprise Financial Services
42yrs
Top advisor by experience in Morehead City
2yrs
James E Dee
Financial advisor at Edward Jones
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office230 Hwy 24 Suite B, Morehead City, NC 28557
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- Jan 2025 – nowEdward JonesCurrent firm
Questions to ask James
Tailored to James’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call Edward Jones at 314-515-2000 and ask for James E Dee. James works from the Morehead City, NC office.
How long has James been a financial advisor?
James has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does James hold?
Series 66. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask James for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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