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James Anderson Egerstrom

Confidence Wealth Management, LLC

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About James Anderson Egerstrom

James Anderson Egerstrom is a financial advisor with Confidence Wealth Management, LLC in Torrance, CA. James holds a Series 7, Series 6, Series 63 and Series 66 securities license. James is a Certified Financial Planner and has 7 years of experience in the industry. James has been registered with Confidence Wealth Management, LLC since September 2019. James was previously employed by TD AMERITRADE, INC. from June 2014 to June 2018 and J.P. MORGAN SECURITIES LLC from August 2013 to June 2014. James's areas of specialization include financial planning, portfolio management for individuals and pension consulting.

Firm Information

James Egerstrom is currently registered with Confidence Wealth Management, LLC. Confidence Wealth Management, LLC is an investment advisor registered with the SEC and located in Henderson, NV. The firm manages approximately $267 million in assets for individuals and pension and profit-sharing plans. They offer financial planning, pension consulting, and portfolio management services.
Confidence Wealth Management, LLC

170 S GREEN VALLEY PKWY

HENDERSON, NV 89012

$267.13M

Assets Under Management

Not reported

Total Clients

14

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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James Egerstrom’s Registration & Firm History

CA

01/26/2021 - Present

Confidence Wealth Management, LLC (Torrance CA)

CA

09/09/2014 - 06/01/2018

TD AMERITRADE, INC. (THOUSAND OAKS CA)

CA

08/10/2013 - 06/10/2014

J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)

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Licenses & Designations

BOTH

Issued 10/27/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/21/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/09/2014

Series 7 - General Securities Representative Examination

BC

Issued 08/09/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Anderson Egerstrom.
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