James Menezes
James Menezes is a registered investment advisor at Cetera Investment Advisers LLC, based in Eugene, OR, with 42 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
450 Country Club Rd, Ste 350, Eugene, OR, 97401
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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 ActivitiesSells Insurance
James is an independent insurance agent selling fixed insurance products since 2008, dedicating about a quarter of his time. He is also the President/Financial Professional for James T Menezes Inc. DBA Tidepool Wealth Strategies, a financial services firm, spending full-time hours on this endeavor.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Independent Advisers Group CORP
Locust Street Securities, INC.Broker
Nylife Securities INC.Broker
Connecticut Mutual Financial Services, INC.Broker
Nylife Securities INC.Broker
State Registrations30 states
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.