ADVISOR BIO

James Frederick Schlager is a financial advisor who has been in the industry since 1989. James is registered with Running Point Capital Advisors LLC and has a history of working with VALMARK SECURITIES, INC. and MOSS ADAMS SECURITIES & INSURANCE LLC. James specializes in financial planning, selection of other advisors, and portfolio management for individuals. James holds both the Series 65 and Series 63 licenses.

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ADVISOR BIO

James Wong is a financial advisor with LPL Financial LLC, a well-established firm managing over $50 billion in assets. James has been active in the industry since 2006 and holds licenses in several states including California, Alabama, and Texas. James is experienced in a variety of financial services including financial planning, investment management, and pension consulting. Previous to LPL Financial LLC, James was registered with Waddell & Reed and Ameriprise Financial Services, Inc. James's expertise extends to providing consulting and other non-discretionary advisory services. James also has a strong background in insurance and has held a non-variable insurance license since 2011.

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ADVISOR BIO

James Gagnon is a financial advisor with Pruco Securities, LLC, a firm based in Newark, NJ. James has been in the financial industry since 1999. He specializes in providing financial advice for Individuals, Businesses, Trusts and Estates, and High Net Worth Individuals. James has a strong track record in the financial services industry. He is committed to helping clients achieve their financial goals through a variety of investment strategies. James is registered with the State of California and Arizona and Idaho.

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ADVISOR BIO

James Barrett is a registered representative with J.P. Morgan Securities LLC. James has been in the securities industry since December 1999. James is currently registered with the state of California and is licensed to sell securities in all 50 states. James has a Series 6, Series 79, and Series 63 license. James specializes in providing investment advice and portfolio management services to individuals and businesses. James has a strong track record of success in the financial services industry.

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ADVISOR BIO

James Ely is a financial advisor with U.S. Bancorp Investments, Inc. based in Los Angeles, California. James has over 30 years of experience in the financial services industry. He has a strong background in providing financial advice and investment management services to individuals, families, and businesses. James is committed to helping his clients achieve their financial goals and objectives.

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ADVISOR BIO

James Paul Gahagan is a financial advisor currently registered with LPL Financial LLC. James has been in the financial industry since August 1996. James has worked with Pruco Securities, LLC and The Prudential Insurance Company of America. James is licensed in the states of California, Nevada, Oregon, South Carolina, and Washington. James also provides non-variable insurance services. James is registered as an investment advisor representative in California. James offers services in financial planning, pension consulting, and educational seminars. James has a special interest in investments for individual clients, business clients, charitable organizations, pension and profit sharing plans, and corporations. James is also registered to offer other non-discretionary advisory services.

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ADVISOR BIO

James Standish is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. who has been in the industry since 2011. James is registered to provide investment advice in multiple states including Arizona, California, Colorado, Idaho, Michigan, Montana, Nevada, Oregon, Pennsylvania, Virginia, and Washington. James has also passed multiple securities exams including the Series 7, Series 66, and SIE exams. James specializes in providing financial planning and investment advisory services to individuals and businesses.

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ADVISOR BIO

James Graham is a financial advisor with over 20 years of experience in the industry. James is registered with Betterwealth LLC and has a Series 7, 6 and 63 license. James is located in San Jose, California and is currently registered with the state of California, Texas and Utah. James has a strong background in financial planning, portfolio management and pension consulting. James specializes in providing advice to individuals, high-net-worth individuals, and pension and profit-sharing plans.

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ADVISOR BIO

James Zapotocky is a financial advisor with Raymond James & Associates, Inc. James has been in the industry for over 10 years and holds both a Series 7 and a Series 66 license. James is registered to provide investment advice in 48 states. James previously worked as a financial advisor at Morgan Stanley. James specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. James is committed to providing clients with personalized financial advice and guidance.

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ADVISOR BIO

James Willis Davis is an investment advisor representative registered with Morgan Stanley. James has been in the securities industry for over 12 years. James is licensed in 39 states, and is registered as an Investment Advisor Representative in both California and Texas. James holds the Series 66, Series 7 and SIE licenses.

SPECIALIZATIONS