ADVISOR BIO

James Lippitt is a financial advisor currently registered with Morgan Stanley. James is a Series 7 and Series 63 licensed professional, having been in the industry since 2005. James has been a part of Morgan Stanley since 2009, previously working with Morgan Stanley & Co. Incorporated and Citigroup Global Markets Inc. James has a strong history of working with a diverse client base, including individuals, corporations, and institutions. James is committed to helping clients achieve their financial goals and has a proven track record of success in the financial services industry.

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ADVISOR BIO

James Lowe is an investment advisor representative, registered with Morgan Stanley in San Francisco, CA. James is licensed to conduct business in 53 states, including California, Texas, and Alabama. James has been in the financial services industry since 2018 and has a strong track record of success in providing investment advice to individuals, families, and businesses. James specializes in helping clients achieve their financial goals through a variety of investment strategies, including asset allocation, financial planning, and portfolio management. James is also registered with the Securities Industry and Financial Markets Association (FINRA).

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ADVISOR BIO

James Ferrill Davenport is a financial advisor who has been in the industry since 2011. James holds Series 7 and 66 licenses. James currently works at Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe Advisors, LLC, James worked at Wells Fargo Advisors, LLC and Marv Capital Inc. James has experience with insurance companies, charitable organizations, high-net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. James is a Registered Investment Advisor and holds a license in California.

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ADVISOR BIO

James Savage is an investment advisor representative with Lido. James has been in the industry since 2016. James specializes in Portfolio Management for Individuals, Portfolio Management for Investment Companies, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles, Financial Planning, Educational Seminars and Selection of Other Advisors. James is registered in California, Florida, Illinois and Texas.

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ADVISOR BIO

James Warren Friedlan is a financial advisor who has been in the industry since 2001. James is currently registered with Morgan Stanley. Previously, James Warren Friedlan was registered with UBS Financial Services Inc., Wells Fargo Advisors, LLC, and Citigroup Global Markets Inc. James Warren Friedlan holds the Series 66, Series 7, and SIE licenses. James Warren Friedlan is registered in multiple states and provides a variety of services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management.

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ADVISOR BIO

James Landers is a financial advisor with Morgan Stanley. James has been in the industry since 1998. James is registered with the Securities and Exchange Commission (SEC) and is a Certified Financial Planner. James is registered in 55 states and jurisdictions. James has experience in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses. James is committed to helping clients achieve their financial goals.

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ADVISOR BIO

James Andrew Robillard is an investment advisor representative at Spyglass Capital Management, LLC. James Andrew Robillard has been in the financial industry since 1996. James Andrew Robillard is registered with the state of California and is a Series 65 and Series 63 holder. James Andrew Robillard has a background with Baron Capital, Inc. and Edgewood Management LLC.

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ADVISOR BIO

James E Coffin III is a registered investment advisor representative with Morgan Stanley. James has been in the industry since 1988. He has a Series 63, Series 31 and Series 7 license. James has a total of 24 approved registrations and has been registered with Morgan Stanley since 2009. James is also registered with Morgan Stanley Private Bank, National Association. James has been registered with Morgan Stanley Private Bank, National Association since 2015. James is also a Successor Trustee with a trust located in Walnut Creek, California.

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ADVISOR BIO

James Edward Gunter is an investment advisor representative with Anchor Capital, located in Aliso Viejo, California. James has been in the financial services industry since May 8, 1990. Prior to joining Anchor Capital, James has worked with MML INVESTORS SERVICES, LLC, FORESTERS FINANCIAL SERVICES, INC., HENNION & WALSH, INC., OPPENHEIMERFUNDS DISTRIBUTOR, INC., CITCO MUTUAL FUND DISTRIBUTORS, INC., PHOENIX EQUITY PLANNING CORPORATION, NEW ENGLAND FUNDS, L.P., ALLIANCE FUND DISTRIBUTORS, INC., EQUICO SECURITIES, INC., and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. James has a Series 7, Series 63, Series 65, and SIE license. James is registered to provide investment advisory services in California and Ohio. James currently manages $389,745,910 in regulatory assets under management.

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ADVISOR BIO

James G Elliott is an investment advisor representative with Beacon Pointe Advisors, LLC. James is registered with the state of New Jersey. James is a Series 65 licensed advisor, passing the Uniform Investment Adviser Law Examination in May 2018. James has worked for various firms in the financial industry since February 2018. James specializes in a variety of financial planning and investment services for individuals, businesses, and institutions.

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