ADVISOR BIO

James Raphael Yee is a registered representative of Independent Financial Group, LLC. James has been in the financial services industry since 2020. James has successfully passed the Series 7TO, Series 66 and SIE exams. James is registered in California and specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisers.

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ADVISOR BIO

James Craig Coleman is a financial advisor who has been in the industry for over 40 years. James is currently registered with Mutual Advisors, LLC in Ojai, California, and Omaha, Nebraska. James has previously worked with a number of other firms, including Mutual Securities, Inc., Citigroup Global Markets Inc., Lehman Brothers Inc., Prudential Securities Incorporated, E. F. Hutton & Company Inc, Sutro & Co. Incorporated, and Kidder, Peabody & Co. Incorporated. James holds a Series 3, Series 7, and Series 63 license. James is a financial planner and provides financial advice to individuals, businesses, and pension plans.

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ADVISOR BIO

James Edward Altenbach is a financial advisor with Diversify Advisory Services, LLC. James has been in the industry since 1994. James is a Chartered Financial Analyst and has over 30 years of experience in the financial services industry. James works with high-net-worth individuals, corporations, and pension and profit-sharing plans. James specializes in financial planning, portfolio management, and selection of other advisors. James has held prior roles with Western International Securities, Inc., South Lake Avenue Securities Corporation, and InterFirst Capital Corporation.

SPECIALIZATIONS

ADVISOR BIO

James P. Fletcher is a financial advisor with over 12 years of experience in the industry. James is registered with J.P. Morgan Securities LLC in California and Texas. James is also registered as an investment advisor representative with J.P. Morgan Private Wealth Advisors LLC in California. Prior to joining J.P. Morgan, James was employed at First Republic Securities Company, LLC where he held the position of a Registered Representative. James is a Chartered Financial Analyst and holds Series 63, Series 7 and SIE licenses. James focuses on providing investment advice and financial planning services to individuals, high net worth individuals, corporations, labor unions, charitable organizations, pension and profit-sharing plans, insurance companies, and other investment advisors.

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ADVISOR BIO

James Olmstead is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. James has been in the industry since June 2019 and is registered to provide securities and investment advisory services in 47 states and the District of Columbia. James holds Series 66, Series 7TO, and SIE licenses. James has experience in working with individual investors, businesses, and institutions.

SPECIALIZATIONS

ADVISOR BIO

James Morehouse is a financial advisor with over 10 years of experience in the industry. James is registered with J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC in California and Texas. James offers a variety of financial services including portfolio management, financial planning, and selection of other advisors. James has previously worked with First Republic Securities Company, LLC and Wells Fargo Clearing Services, LLC.

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ADVISOR BIO

James Arthur Feliz is a registered representative with MML Investors Services, LLC. James has been in the industry since January 2020. James is licensed in 18 states and has 3 product exams, including the Series 7, Series 7TO, and the SIE. James is a registered representative with MML Investors Services, LLC.

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ADVISOR BIO

James Bassett is an Investment Advisor Representative with Raymond James Financial Services Advisors, Inc., in San Ramon, CA. James Bassett has been in the industry since 2017 and has Series 7, Series 66, and SIE licenses. James Bassett is also registered with the state of California as an Investment Advisor Representative. Before joining Raymond James Financial Services Advisors, Inc., James Bassett was previously employed at Edward Jones in San Ramon, CA. James Bassett currently offers various financial planning services for individuals, businesses, and corporations.

SPECIALIZATIONS

ADVISOR BIO

James Bruce Mayorkas is a financial advisor registered with Wells Fargo Clearing Services, LLC. He is based in LOS ANGELES, CA. James has over 30 years of experience in the financial services industry. He is registered to provide investment advisory services in California and Texas. James' previous experience includes roles at A. G. Edwards & Sons, Inc., Wells Fargo Investments, LLC and Wells Fargo Van Kasper, LLC.

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ADVISOR BIO

James Richard Cabral is an Investment Advisor Representative with Transamerica Financial Advisors, Inc. based in Modesto, CA. James has been in the industry since February 1995 and has experience in the financial services industry including previous affiliations with World Group Securities, Inc. and WMA Securities, Inc. James holds multiple licenses and has passed several exams including the Series 6, Series 63, Series 26, and the SIE. James specializes in the areas of Portfolio Management for Individuals and Selection of Other Advisers.

SPECIALIZATIONS