James Edmundson
Salem Investment Counselors · Winston Salem, North Carolina
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.
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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 | $4.19B across 3,120 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NC · CRD 3166888 |
| Exams passed | Series 63 (1999) · Series 65 (2006) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.saleminvestment.com |
How James's firm compares
- Salem Investment Counselors's average account is about $1.3 million, from its Form ADV (assets managed divided by 3,120 accounts).
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Questions about James
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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