JS
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
1 advisor
Number of Clients
41 clients
Average Client Portfolio
$195K average
Assets Under Management
$8.0M
Fee Structure
Financial Planning:Investment management only
MWS charges a fee based on client assets under management. The firm does not charge flat fees, hourly rates, brokerage commissions, or fees for insurance products.
Areas of Practice
Investment Management
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Advisor Information
Office location
6860 N. Dallas Parkway, Suite 200, Plano, TX, 75024
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
James owns oil and gas mineral rights in Oklahoma and Michigan, spending minimal time on this activity. He is also the owner of Milestone Wealth Strategies and CEO/President of James F. Scott Investment Services, dedicating a significant amount of time to these ventures.
Employment History
Current Registrations
Milestone Wealth Strategies
June 2012 - Present · 13 yrs 7 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
April 2009 - June 2012 · 3 yrs 2 mos
Raymond James & Associates, INC.
December 2005 - April 2009 · 3 yrs 4 mos
UBS Financial Services INC.
August 1996 - December 2005 · 9 yrs 4 mos
State Registrations2 states
OKTX
Advisor
Exams
No exam information available for this advisor.