James White is a registered investment advisor at Stonebridge Financial Group, based in San Rafael, CA, with 42 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Stonebridge Financial Group's fee for Wealth Management is based on the amount of your portfolio, but the annual fee will not exceed 1.5%. The advisory fee is charged quarterly in advance. If a third-party money manager is used, their fees will be in addition to Stonebridge's advisory fee.
Location
100 Smith Ranch Road, Suite 112, San Rafael, CA, 94903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
James is a board member, treasurer, and president for SunnyVale Sunrise Rotary. He also operates under the DBA Stonebridge Financial Group and acts as POA for an immediate family trust.
Employment History
Current Registrations
Stonebridge Financial Group
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
D.J. Kaelker & Associates, INC.Broker
Ur Financial, INC., a California CorporationBroker
Integrated Resources Equity CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.