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James W Anadon

Caitlin John

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About James W Anadon

James Anadon is an investment advisor representative with Caitlin John, LLC. James has over 8 years of experience in the financial services industry. James's current registrations include California and Texas. James is a Registered Investment Advisor (RIA) and holds the Series 66, Series 7 and SIE licenses. Previously, James has held positions at WORLD EQUITY GROUP, INC. and MORGAN STANLEY. James has worked for various firms providing financial advice to individuals and families.

Firm Information

James Anadon is currently registered with Caitlin John. Caitlin John is a Registered Investment Advisor based in Brighton, Michigan. The firm has 21 investment advisor representatives and manages approximately $143,336,224 in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, educational seminars, and selection of other advisers. Caitlin John caters to high-net-worth individuals and individuals other than high-net-worth.
Caitlin John

1024 E. GRAND RIVER AVE

BRIGHTON, MI 48116

$143.34M

Assets Under Management

Not reported

Total Clients

17

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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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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James Anadon’s Registration & Firm History

CA

06/23/2022 - Present

Caitlin John (REEDLEY CA)

CA

09/19/2014 - 09/01/2017

WORLD EQUITY GROUP, INC. (SAN FRANCISCO CA)

CA

07/11/2014 - 09/15/2014

MORGAN STANLEY (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 12/16/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/01/2017

SIE - Securities Industry Essentials Examination

BC

Issued 07/10/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for James W Anadon. Review regulatory record here.
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