Advisor at American Elite Advisory
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James Shores is a financial advisor at American Elite Advisory with six years of industry experience. He holds a Series 65 designation and has worked previously with Retirement Wealth Advisors and Royal Fund Management, LLC. In addition to his advisory role, Shores owns and operates JVS Wealth LLC, where he provides financial planning focused on insurance products and Medicare insurance. American Elite Advisory offers discretionary portfolio management and supervisory services to individual and high-net-worth investors, using a value-oriented investment approach combined with technical and quantitative strategies. The firm customizes portfolios through separately managed accounts and multiple indicators, serving clients across five offices with a team of seven advisors.
Based on American Elite Advisory
$0+: 2.00% annually for separately managed accounts by AEA (negotiable) $0+: 1.10% annually of AssetMark program fee (fees per AssetMark schedule, negotiable) $0+: 1.00% annually for American Funds (not negotiable) $0+: Up to 1.50% annually for fee-based fixed index and variable annuity products through Jackson National Life Insurance Company (negotiable)
Fee-only: Management fees as percentage of AUM; no commissions accepted
Crowley, TX
Texas
American Elite Advisory
2022 - Present (4 years)
JVS Wealth LLC
2021 - Present (5 years)
Retirement Wealth Advisors
2019 - 2020 (1 year)
Royal Fund Management, LLC
2017 - 2019 (2 years)
Licensed Independent Insurance Agent
2013 - Present (13 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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