Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Edmund Ison is a financial advisor with over 19 years of experience in the industry. James is a Certified Financial Planner with experience working with high-net-worth individuals, corporations, businesses, and charitable organizations. He has held positions at several firms, including Calton & Associates, Inc., First Allied Securities, Inc., and AXA Advisors, LLC, prior to joining Packerland Brokerage Services, Inc. James holds the Series 6, 7, 63 and 65 securities licenses and the SIE exam. James offers a variety of financial services including financial planning, portfolio management, pension consulting, and educational seminars.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
05/01/2014 - Present
Packerland Brokerage Services, Inc. (WAUSAU WI)
WI
10/01/2013 - 05/01/2014
CALTON & ASSOCIATES, INC. (WAUSAU WI)
WI
01/04/2010 - 10/04/2013
FIRST ALLIED SECURITIES, INC. (WAUSAU WI)
WI
01/27/2006 - 01/06/2010
AXA ADVISORS, LLC (WAUSAU WI)
GA
07/07/2004 - 10/21/2005
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 02/16/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/06/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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