# James Edmundson

> James Edmundson is a fee-only financial advisor at Salem Investment Counselors in Winston Salem, North Carolina, who holds the CFA credential. Salem Investment Counselors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-edmundson/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Salem Investment Counselors
- **Based in:** Winston Salem, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $4.19B across 3,120 accounts
- **Credentials:** CFA
- **CRD:** 3166888 (https://adviserinfo.sec.gov/individual/summary/3166888)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 63 (1999), Series 65 (2006)
- **Firm size:** 18 employees
- **Disclosures:** None reported
- **Website:** https://www.saleminvestment.com

## Frequently asked questions

### Is James Edmundson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Salem Investment Counselors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does James charge for financial advice?

James's firm, Salem Investment Counselors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is James Edmundson based?

James Edmundson is based in Winston Salem, North Carolina.

### What credentials does James Edmundson hold?

James Edmundson holds the CFA credential.

### Is James Edmundson registered with the SEC?

Yes. James Edmundson is registered as an investment adviser representative in NC (CRD 3166888), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Salem Investment Counselors manage?

Salem Investment Counselors reports $4.19B across 3,120 accounts in assets under management.

### How do I contact James Edmundson?

Through James's website, www.saleminvestment.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3166888): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.