ADVISOR BIO

James Christopher Slaughter is a financial advisor at Next Financial Group, Inc. He has been in the financial services industry since May 24, 2009. James Christopher Slaughter has a wide range of experience in the industry, working with both individuals and businesses. He has a strong track record of helping clients achieve their financial goals. James Christopher Slaughter is committed to providing his clients with personalized financial advice and guidance.

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ADVISOR BIO

James M. Hardifer is an Investment Advisor Representative associated with J.P. Morgan Securities LLC. James Hardifer has been in the securities industry since January 21, 2011 and has been with J.P. Morgan Securities LLC since October 2012. James Hardifer is registered in 22 states. James Hardifer holds Series 66, Series 7, and SIE licenses. James Hardifer has specializations in Fixed Income, Mutual Funds, Annuities, Equity, and Options.

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ADVISOR BIO

James Steven Limoncelli is a financial professional with over 30 years of experience in the financial services industry. James has a strong background in providing investment consulting services to institutional clients, as well as financial planning and portfolio management services for individuals and businesses. James is currently registered as a Registered Representative and Investment Advisor Representative with Wells Fargo Clearing Services, LLC. Previously, James was a Registered Representative with Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Wachovia Securities, LLC, and Prudential Securities Incorporated. James is licensed to conduct business in Arkansas, California, Massachusetts, Nevada, Utah, and Washington.

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ADVISOR BIO

James Hartje is a financial advisor with Wells Fargo Clearing Services, LLC. James has been in the industry since 2016 and is registered with the state of California as both a broker-dealer and an investment advisor. James has a diverse set of licenses and certifications, including Series 6, 7, 63 and 65.

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ADVISOR BIO

James Bernard Pierik is a financial advisor registered with LPL Financial LLC and Stratos Wealth Partners, Ltd. James has been in the financial industry since July 22, 1986. James has a wide range of experience and holds multiple licenses including Series 6, 7, 22, 24, and 63. James is also registered in multiple states including California, South Carolina, and Texas. James offers a variety of financial services, including investment advice, financial planning, and insurance sales. James is committed to helping clients reach their financial goals.

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ADVISOR BIO

James R Llovera is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., located in SAN DIEGO, CA. James is licensed to offer investment advice in multiple states and is currently registered with the Financial Industry Regulatory Authority (FINRA). James has been in the financial services industry since 2011. James specializes in providing financial advice and services to a wide range of clients, including corporations, individuals, and charitable organizations.

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ADVISOR BIO

James Rohn is an investment advisor representative with Ameriprise Financial Services, LLC and has been in the financial services industry since November 2012. James is registered with the state of California and Texas. James has a Series 7, Series 66 and Series 3 license and has a Certified Financial Planner designation. James has previously been registered with E*TRADE Securities LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and EDWARD JONES. James has also been a Board Member at Rohn since June 2024.

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ADVISOR BIO

James Below has over 37 years of experience in the financial services industry. James is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. and offers investment advisory services through Merrill Lynch, Pierce, Fenner & Smith Incorporated. James has a strong understanding of the financial markets and has a proven track record of success in helping clients achieve their financial goals.

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ADVISOR BIO

James Anton McGarry is a financial advisor with Wells Fargo Clearing Services, LLC in Beverly Hills, California. James has been in the financial industry for 15 years. Prior to joining Wells Fargo Clearing Services, LLC, James was with WELLS FARGO INVESTMENTS, LLC. James has a Series 7 and Series 66 license and holds SIE certification. James specializes in providing investment consulting services to institutional clients.

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ADVISOR BIO

James W. Choi is a financial advisor with over 15 years of experience in the industry. He has a proven track record of success, providing personalized investment advice to a range of clients, including high-net-worth individuals, corporations, and pension plans. James is registered with the state of California and Texas and holds multiple industry licenses, including Series 7 and Series 66. James is currently employed with U.S. Bancorp Investments, Inc. and has previously worked with J.P. Morgan Securities LLC, Chase Investment Services Corp., and Wells Fargo Investments, LLC. His expertise includes portfolio management for individuals and businesses, financial planning, and selection of other advisors.

SPECIALIZATIONS