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Geovanni Waymon James

Occidental Asset Management, LLC

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About Geovanni Waymon James

Geovanni James is an Investment Advisor Representative at Occidental Asset Management, LLC, a firm located in Burlingame, CA. Geovanni is registered in Florida. Geovanni obtained his Series 65 license in August 2023. Geovanni specializes in providing financial planning and selection of other advisors. Geovanni James has been with Occidental Asset Management, LLC since February 2022.

Firm Information

Geovanni James is currently registered with Occidental Asset Management, LLC. Occidental Asset Management, LLC is a registered investment advisor located in Burlingame, CA. They offer a variety of advisory services, including financial planning, selection of other advisors, and portfolio management for individuals. Their clientele consists primarily of high-net-worth individuals. The firm manages over $796 million in assets for over 1700 accounts.
Occidental Asset Management, LLC

301 CALIFORNIA DRIVE #9

BURLINGAME, CA 94010

$796.08M

Assets Under Management

Not reported

Total Clients

10

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Geovanni James’s Registration & Firm History

CA

09/07/2023 - Present

Occidental Asset Management, LLC (BURLINGAME CA)

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Licenses & Designations

IA

Issued 08/12/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Geovanni Waymon James.
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