ADVISOR BIO

James Hsiao is an investment advisor representative and insurance agent with Avantax Advisory Services, located in Campbell, CA. James has been in the industry since 2013, previously working at Johanson & Yau and Jerome Bellotti & Associates. James specializes in financial planning, portfolio management for individuals and businesses, and provides pension consulting and educational seminars.

SPECIALIZATIONS

ADVISOR BIO

James Suh is a financial advisor who is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. James has been in the financial services industry since 2019. He is a registered representative in California and Texas, and is also registered as an investment advisor in California and Texas. James has a variety of experience working with individuals, businesses, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.

SPECIALIZATIONS

ADVISOR BIO

James Edward Chiate is a registered representative with UBS Financial Services Inc. James has been in the securities industry since May 12, 2003. James has passed the Series 66, Series 7, and the Securities Industry Essentials Exam. James is registered to provide investment advice and services in Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Maryland, Michigan, Montana, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington and Wisconsin. Prior to joining UBS Financial Services Inc., James was a registered representative with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED from May 13, 2003 to October 31, 2013.

SPECIALIZATIONS

ADVISOR BIO

James Adam has been a registered investment advisor since 2005. James has experience in the financial services industry and has held positions with NFP Retirement Inc., KESTRA Investment Services, LLC. and Adam Consulting, Inc. James holds a Series 66 and Series 7 license. James is currently associated with NFP Retirement Inc. where James's current registrations are approved. James's firm NFP Retirement Inc. is based in Aliso Viejo, CA and manages over $96 billion in assets.

SPECIALIZATIONS

ADVISOR BIO

James Howard Froman is a financial advisor registered with LPL Financial LLC. James has been in the financial industry since July 1994. He is currently registered with the state of California and has held previous registrations in several other states. James is a licensed agent and investment advisor representative. James has specialized experience in several areas including financial planning, pension consulting, and portfolio management for individuals and businesses. James is committed to providing his clients with personalized financial advice and guidance.

SPECIALIZATIONS

ADVISOR BIO

James Joseph Rosenquist is a registered investment advisor representative with Next Financial Group, Inc. based in Newport Beach, CA. James has been in the financial industry since November 2006. He has a Series 6, Series 7, and Series 63 license. He is registered to provide investment advisory services in California, Nebraska and the District of Columbia. James's previous experience includes time spent with Pruco Securities, LLC. and ProEquities, Inc.

SPECIALIZATIONS

ADVISOR BIO

James Lewis Jones is a financial advisor associated with Raymond James Financial Services Advisors, Inc. James has over 23 years of experience in the financial services industry. James's office is located in Redding, CA, where James has been registered with the state of California since 2000. James also holds Series 63, 65, 7, and 24 licenses. James is a registered investment advisor in California and Texas. James provides financial planning, portfolio management for businesses and individuals, as well as educational seminars.

SPECIALIZATIONS

ADVISOR BIO

James Jay Hausberg has been in the industry since October 29, 1980, and is currently a registered representative at Hightower Advisors, LLC. James Jay Hausberg has been registered with the state of California since February 17, 2012, in the capacity of both Broker/Dealer and Investment Advisor Representative. James Jay Hausberg's prior registrations include Presidio Merchant Partners LLC, Presidio Capital Advisors, LLC, Credit Suisse First Boston LLC, Donaldson, Lufkin & Jenrette Securities Corporation, Dabney/Resnick/Imperial, LLC, Prudential Securities Incorporated, Bear, Stearns & Co. Inc. and Shearson Lehman Brothers Inc. James Jay Hausberg has passed the Series 63, Series 5, Series 7 and SIE exams. James Jay Hausberg has a long and successful career in the financial services industry. James Jay Hausberg is a valuable asset to Hightower Advisors, LLC and its clients.

SPECIALIZATIONS

ADVISOR BIO

James Hilton Buley is a financial advisor with LPL Financial LLC. James has been in the financial services industry since October 1991, and has been registered with LPL Financial LLC since January 2004. James has a wide range of experience in the financial services industry, and has worked with a variety of clients, including individuals, families, businesses, and institutions. James specializes in providing financial planning, investment management, and retirement planning services. James is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

James Blazer is a financial advisor with Wealth Planning Group, Inc. James has been in the industry since 2000, working for several firms before joining Wealth Planning Group, Inc. in 2007. James has a Series 6, Series 7, Series 24, and Series 31 licenses. James is a Certified Financial Planner.

SPECIALIZATIONS