ADVISOR BIO

James Leroy Losey is a financial advisor with over 30 years of experience. James is registered with Osaic Wealth, Inc. and provides financial planning and investment advisory services to individuals, businesses, and non-profits. James is also a licensed insurance agent and offers life, health, disability, and fixed annuity insurance products. James is a Certified Financial Planner™ professional.

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ADVISOR BIO

James Charles Naify is an investment advisor representative at Aire Advisors, LLC. James has been in the industry since 2001. James has been registered with the state of California since 2022 and has held a series 66 license since 2001. James has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Financial Services Inc. James has expertise in financial planning, pension consulting, and selection of other advisors.

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ADVISOR BIO

James Zapotocky is a financial advisor with Raymond James & Associates, Inc. James has been in the industry for over 10 years and holds both a Series 7 and a Series 66 license. James is registered to provide investment advice in 48 states. James previously worked as a financial advisor at Morgan Stanley. James specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. James is committed to providing clients with personalized financial advice and guidance.

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ADVISOR BIO

James Edward Barnes is a registered investment advisor representative with Equity Services, Inc. James is also a licensed insurance agent with True Path Financial and Insurance Services. James has been working in the financial industry since February 2014 and has experience providing financial advice to individuals and businesses. James is committed to providing personalized financial advice and helping clients achieve their financial goals.

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ADVISOR BIO

James Dewitt Owens is a financial advisor registered with Morgan Stanley since 2009. James Owens has been in the financial services industry since 1992. James Owens is licensed to provide investment advice in 53 states. James Owens provides portfolio management for individuals, businesses, and investment companies. James Owens is registered with FINRA and has been licensed to provide securities advice since 1992. James Owens is registered with the state of California as an investment advisor representative and holds a Series 65. James Owens was previously registered with MORGAN STANLEY & CO. INCORPORATED and MORGAN STANLEY DW INC. James Owens is also a board member and treasurer of SBC Community Homeless Coalition.

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ADVISOR BIO

James Riner is a financial advisor with Centaurus Financial, Inc. based in Redlands, CA. James has over 40 years of experience in the financial services industry and holds several licenses and certifications, including Series 63, Series 24, Series 7, and Series 1. James has previously worked with Crown Capital Securities, L.P. and Titan/Value Equities Group, Inc. James specializes in providing financial planning services to individuals and businesses, and also offers portfolio management, pension consulting, and educational seminars.

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ADVISOR BIO

James Simonaro is a financial advisor based in Orcutt, CA with over 7 years of experience in the financial services industry. James is a Certified Financial Planner and holds the Series 65 license. James is currently registered with Wealth Enhancement Advisory Services, LLC, a firm with a strong reputation for providing financial planning and investment management services. James primarily serves individuals, high-net-worth individuals, corporations and businesses, and pension and profit-sharing plans.

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ADVISOR BIO

James Burgess Boyle is a financial advisor with over 20 years of experience in the industry. James has a strong background in investment management and financial planning, working with a variety of clients including high-net-worth individuals, corporations, and charitable organizations. James is currently registered with Wells Fargo Clearing Services, LLC and has previously been registered with AXA Advisors, LLC, Bankers Life Securities, Inc., Gilford Securities Incorporated, C. L. King & Associates, Inc., Wachovia Capital Markets, LLC, Wachovia Securities, LLC, and First Union Capital Markets Corp. James holds several licenses including Series 63, 66, 7, 86, and 87. James is also a member of the FINRA and has earned several designations including . James specializes in investment management, financial planning, and retirement planning. James is committed to providing personalized service to each of his clients and helping them achieve their financial goals.

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ADVISOR BIO

James David Skilling is a financial advisor with Equitable Advisors, LLC, specializing in a range of financial services, including financial planning, portfolio management, and pension consulting. James has been working in the industry since 2012 and holds Series 7, 24, 63, and 65 licenses, along with the SIE exam. James is registered in California, Hawaii, Montana, Nevada, Oregon, Texas, and Washington. James and Equitable Advisors, LLC serve a variety of clients, including individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.

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ADVISOR BIO

James Graham is a financial advisor with over 20 years of experience in the industry. James is registered with Betterwealth LLC and has a Series 7, 6 and 63 license. James is located in San Jose, California and is currently registered with the state of California, Texas and Utah. James has a strong background in financial planning, portfolio management and pension consulting. James specializes in providing advice to individuals, high-net-worth individuals, and pension and profit-sharing plans.

SPECIALIZATIONS