ADVISOR BIO

James Rehfeld is a financial advisor with over 10 years of experience in the financial services industry. James is currently registered with Morgan Stanley, and has held previous positions with UBS Financial Services Inc. and Lighthouse Capital Group, LLC. James is registered to offer securities and investment advisory services in 40 states, including California, Texas, and Florida. James holds the Series 7 and Series 66 licenses and the SIE designation, which allows James to offer a wide range of financial services. James is a strong advocate for financial literacy and strives to educate clients on how to make informed financial decisions. James is also committed to providing personalized financial advice and building long-term relationships with clients.

SPECIALIZATIONS

ADVISOR BIO

James J. Diaz is a financial advisor with Morgan Stanley, a firm with a long history of providing financial guidance. James is registered with the state of California. James has a strong background in the financial industry, having worked at J.P. Morgan Securities LLC prior to joining Morgan Stanley. James has a wide range of experience and is equipped to provide financial advice to a variety of clients.

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ADVISOR BIO

James Morimoto is a financial advisor currently registered with Morgan Stanley. James has been working in the financial industry since June 12, 2022. He has a Series 7TO, SIE, and Series 66 licenses. James offers a range of financial services to individuals, businesses, investment companies, and charitable organizations.

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ADVISOR BIO

James Patrick Burke is a registered representative with Payden & Rygel. James Burke has been in the securities industry for over four years and is licensed to provide investment advice in several states. James Burke has Series 7TO, SIE, and Series 66 securities licenses. Before joining Payden & Rygel, James Burke was previously employed at Amundi Distributor US, INC. and Raymond James Financial Services, INC. James Burke has experience providing investment advice for individuals, businesses, and investment companies.

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ADVISOR BIO

James Cassady is a financial advisor who has been in the industry since 2013. James holds Series 6, SIE, and Series 63 licenses. James is registered in Arizona and California as an investment advisor representative and a broker. James works for State Farm Investment Management Corp. James is a Chartered Financial Consultant. James is a partner in ALL IN LLC, which owns the building housing James Cassady's Insurance Agency. James Cassady's Insurance Agency is a State Farm agency.

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ADVISOR BIO

James Rothwell is a financial advisor with over 2 years of experience in the industry. James currently works at Morgan Stanley. James has a Series 7TO, Series 63 and Series 65 license and is registered in 53 states and the District of Columbia as well as Texas and California for investment advisory services. James previously worked at Equitable Advisors, LLC for one year. James has extensive experience working with high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. James offers a variety of financial services, including investment management, financial planning, asset allocation advice, and educational seminars.

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ADVISOR BIO

James Snead has been in the financial industry for over 18 years, primarily serving clients in the Cameron Park area. James is a Registered Representative with State Farm Investment Management Corp. James holds the Series 6, Series 63, and SIE licenses and is a Chartered Financial Consultant. James also runs a State Farm Insurance Agency.

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ADVISOR BIO

James Ferrell is a financial advisor with Beacon Pointe Advisors, LLC. James has over 25 years of experience in the financial services industry and holds Series 7, Series 65, and SIE licenses. James specializes in providing financial planning, investment management, and consulting services to individuals, families, and businesses.

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ADVISOR BIO

James Francis Bossier is a financial advisor at Morgan Stanley. James has been in the industry since 1991 and holds the Series 7, Series 8, and Series 63 licenses. He is also a Certified Financial Planner. James has experience with a variety of financial institutions, including E*TRADE Securities LLC and BANCWEST Investment Services, Inc. James is registered to provide financial advice in multiple states.

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ADVISOR BIO

James M. Bopp is a financial advisor with Morgan Stanley, having joined in October 2012. Prior to that James M. Bopp worked with J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP. James M. Bopp has been in the industry since August 2006. James M. Bopp has a Series 7 and Series 66 license.

SPECIALIZATIONS