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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Eldon Hurst is a financial advisor registered with the state of Oregon and Washington. James is affiliated with Osaic Wealth, Inc. Osaic Wealth, Inc. is an investment advisor registered with the Securities and Exchange Commission (SEC). The firm has a total of 437,201 clients with approximately $94.5 billion in assets under management. James specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. James has been in the industry since August 2008. James has passed Series 6, 7, 63, and 65 exams.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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2
WA
06/14/2024 - Present
Osaic Wealth, Inc. (YAKIMA WA)
OR
11/14/2014 - 06/14/2024
SECURITIES AMERICA, INC. (HERMISTON OR)
OR
08/25/2008 - 11/14/2014
SUNSET FINANCIAL SERVICES, INC. (KLAMATH FALLS OR)
IA
Issued 02/24/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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