Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Coon is an investment advisor representative at Ensign Advisory Partners LLC. James has been in the industry since 2020 and has experience with both individual and institutional clients. James is registered with the state of Arizona and has passed the Series 63, Series 65 and Series 7 exams. James provides portfolio management services for both individuals and pooled investment vehicles. James also provides selection of other advisors services.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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AZ
03/12/2024 - Present
Ensign Advisory Partners LLC (GILBERT AZ)
AZ
08/08/2023 - 03/07/2024
SECURITIES AMERICA, INC. (MESA AZ)
BC
Issued 09/13/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/25/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/31/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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