JP
CFP · ChFC
JP
CFP · ChFC

James Pede

42 Years of Experience
West Des Moines, IA
BrokerSells Insurance

James Pede is a CFP, ChFC-designated registered investment advisor, based in West Des Moines, IA, with 42 years of industry experience.

Location

1200 Valley West Dr., Ste 202, West Des Moines, IA, 50266

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

James is an insurance agent and a self-employed financial advisor doing business as Pede & Strand Financial Services. He also volunteers as an usher/greeter at Lutheran Church of Hope.

Employment History
Current Registrations
Cetera Advisors LLCBroker
September 2022 - Present · 3 yrs 10 mos
Cetera Investment Advisers LLC
November 2020 - Present · 5 yrs 8 mos
Previous Registrations
First Allied Securities, INC.Broker
May 2008 - September 2022 · 14 yrs 4 mos
First Allied Advisory Services, INC.
January 2007 - November 2020 · 13 yrs 10 mos
Ffp Advisory Services INC
January 1999 - January 2007 · 8 yrs
Ffp Securities, INC.Broker
January 1998 - May 2008 · 10 yrs 4 mos
CUNA Brokerage Services, INC.Broker
October 1993 - January 1998 · 4 yrs 3 mos
Century Investors of America, INC.Broker
November 1983 - October 1993 · 9 yrs 11 mos
State Registrations12 states
AZCOGAIAKSMDMNMOTXWAWIWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
James Pede - Financial Advisor | TrueAdvisor