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James Curran

Oneseven

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About James Curran

James Curran is a registered investment advisor representative with Oneseven. James has been in the industry since 2015, and has worked with Edward Jones, Wells Fargo Clearing Services, LLC and Xton Financial LLC. James is registered in California and Texas. James's professional certifications include the Series 6, Series 7 and the Series 66. James specializes in financial planning, pension consulting and portfolio management for individuals.

Firm Information

James Curran is currently registered with Oneseven. Oneseven is a financial advisor based in BEACHWOOD, OH. The firm offers a range of financial planning services, including pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals. Oneseven manages approximately $3.68 billion in assets for high-net-worth individuals, corporations, and other clients. They also have a strong presence online, with websites and social media accounts across various platforms.
Oneseven

24400 CHAGRIN BLVD.

BEACHWOOD, OH 44122

$3.68B

Assets Under Management

27

Total Clients

65

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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other

Solicitors' fees for referrals to other money managers

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James Curran’s Registration & Firm History

OH

07/16/2024 - Present

Oneseven (BEACHWOOD OH)

CA

07/13/2022 - 11/20/2023

XTON FINANCIAL LLC (San Diego CA)

CA

03/11/2019 - 05/10/2022

EDWARD JONES (BAKERSFIELD CA)

CA

11/23/2015 - 02/27/2019

WELLS FARGO CLEARING SERVICES, LLC (BAKERSFIELD CA)

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Licenses & Designations

BOTH

Issued 04/04/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/03/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/02/2017

Series 7 - General Securities Representative Examination

BC

Issued 11/23/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Curran.
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