Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Robert Jansson is a financial professional with over 50 years of experience in the industry. James is a registered representative and investment advisor with RBC Capital Markets, LLC, where he provides a range of investment services to individuals, families, businesses and institutions. Previously, James worked at DAIN RAUSCHER INCORPORATED, EVEREN SECURITIES, INC., and BOETTCHER & COMPANY, INC. James specializes in various investment areas including stocks, bonds, mutual funds, options, and futures. He is dedicated to providing personalized financial advice and solutions to meet the specific needs of each client.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
CO
03/30/2017 - Present
RBC Capital Markets, LLC (GREENWOOD VILLAGE CO)
NA
05/24/1995 - 03/02/1998
DAIN RAUSCHER INCORPORATED
MO
09/04/1990 - 05/19/1995
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
05/22/1972 - 09/04/1990
BOETTCHER & COMPANY, INC.
BOTH
Issued 10/23/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/07/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/15/1982
Series 4 - Registered Options Principal Examination
BC
Issued 04/11/1981
Series 12 - NYSE Branch Manager Examination
BC
Issued 06/23/1978
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1983
Series 3 - National Commodity Futures Examination
BC
Issued 11/14/1981
Series 5 - Interest Rate Options Examination
BC
Issued 07/19/1977
PC - AMEX Put and Call Exam
BC
Issued 05/10/1972
Series 1 - Registered Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure James Jansson is the right advisor for you? Invested Better is here to help.
