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Esha Elizabeth James

BDT & MSD Partners, LLC

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About Esha Elizabeth James

Esha Elizabeth James is a financial professional who is registered with FINRA. Esha is currently employed with BDT & MSD Partners, LLC. Esha has passed the Series 79TO and the SIE exams. Esha has been in the industry since July 2023. Esha is currently located in Chicago, IL.

Firm Information

Esha James is currently registered with BDT & MSD Partners, LLC. BDT & MSD Partners, LLC is a Limited Liability Company formed on April 30, 2009. The firm is registered in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. It is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

84

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Esha James’s Registration & Firm History

IL

07/24/2023 - Present

BDT & MSD Partners, LLC (CHICAGO IL)

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Licenses & Designations

BC

Issued 07/24/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 05/12/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Esha Elizabeth James.
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