ADVISOR BIO

James Deboer is a financial advisor registered with Osaic Wealth, Inc. in Pleasanton, California. James is a highly experienced advisor, having entered the industry on September 21, 2000. James has experience working with clients including high net worth individuals, corporations, and individuals other than high net worth individuals.

SPECIALIZATIONS

ADVISOR BIO

James Pickett is a financial advisor with over 20 years of experience. James is a Certified Financial Planner and Personal Financial Specialist. James is currently registered with Ares Financial Consulting LLC in Newport Beach, CA. James is also the owner of Financial Advocates LLC and Provident Financial Consulting. James has extensive experience in financial planning, portfolio management, and pension consulting. James specializes in providing financial advice to high-net-worth individuals, businesses, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

James Bogdan is a financial advisor with over 50 years of experience in the industry. James is currently registered with Osaic Wealth, Inc. and is active in both California and Washington. James offers a range of advisory services including financial planning, portfolio management for individuals and businesses, and pension consulting.

SPECIALIZATIONS

ADVISOR BIO

James Murray is a financial advisor with over 20 years of experience in the industry. He is a registered representative with SCF Securities, Inc. and an investment advisor representative with SCF Investment Advisors, Inc. James Murray specializes in financial planning, portfolio management, and retirement planning. He is also a Certified Financial Planner. James Murray has a broad range of experience serving individual investors, corporations, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

James Kwei is a financial advisor with Morgan Stanley, located in La Jolla, CA. James has been in the financial services industry since 1991. Prior to joining Morgan Stanley, James worked for Charles Schwab & Co., Inc. , UBS Financial Services Inc. and WM Financial Services, Inc. James has a strong track record of providing comprehensive financial advice to a wide range of clients, including individuals, families, and businesses. James is committed to helping clients achieve their financial goals through personalized financial planning, investment management, and retirement planning. James holds Series 3, 7, 63 and 65 securities licenses. James holds Series 3, 7, 63 and 65 securities licenses.

SPECIALIZATIONS

ADVISOR BIO

James Joseph Hinckley is a financial advisor who has been in the industry for over 25 years. James is currently registered with UBS Financial Services Inc. and is licensed in 20 states. Previously, James worked for Deutsche Bank Securities Inc. and DB Alex. Brown LLC. James holds a Series 7, Series 63, Series 65 and SIE license. James specializes in working with high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and other clients. James offers a range of financial services, including financial planning, investment management, and portfolio management.

SPECIALIZATIONS

ADVISOR BIO

James Nakamine is an active investment advisor representative, licensed in California since June 1995 and Texas since March 2021. James holds Series 6, Series 63, and Series 65 licenses and has been in the industry since June 1995. James is affiliated with Principal Securities, Inc., a firm with offices in Novato, California. The firm provides financial planning, portfolio management for individuals, and pension consulting, among other services.

SPECIALIZATIONS

ADVISOR BIO

James Asher Jackson is a financial advisor with over 16 years of experience in the financial services industry. James is currently registered with Osaic Wealth, Inc. and Southland Equity Partners, LLC. James is a Series 7 and Series 66 licensed professional. James has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. James specializes in financial planning, portfolio management, and retirement planning.

SPECIALIZATIONS

ADVISOR BIO

James Robert Lingelbach is a financial professional with over 30 years of experience in the industry. James has a broad range of experience, having worked with firms such as MML Investors Services, LLC, MSI Financial Services, Inc., and Metropolitan Life Insurance Company. James currently holds Series 6, 7, 22, 63 and SIE licenses and is a Certified Financial Planner and a Chartered Financial Consultant. James currently works with The Ameriflex Group, Inc., a firm with over 140 licensed agents and representatives.

SPECIALIZATIONS

ADVISOR BIO

James Patrick Cooney is a financial advisor with over a decade of experience in the industry. James is currently registered with HoyleCohen, LLC and The Colony Group, LLC. Previously, James was associated with Charles Schwab & Co., Inc. James holds the Series 7 and Series 63 licenses, as well as the Series 65 license. James is a dedicated financial advisor who specializes in assisting high-net-worth individuals, corporations, charitable organizations, and pension plans.

SPECIALIZATIONS