James Jiao is a registered investment advisor at Insigneo Advisory Services, LLC, based in El Cajon, CA, with 30 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,346 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Insigneo Advisory Services offers several investment management options:
- Managed Accounts/IMAPs/Third Party Manager: Fees range from 0.40% to 2.50% of the account's gross asset value annually. Fees are negotiable and can be charged in arrears or in advance.
- Insigneo MultiAsset Portfolios (I-maps): Fees range between 0.25% and 0.50% annually, based on the value of your portfolio. Investment advisor representatives may charge an additional fee ranging between 1% to 2%, depending on the strategy the client selects under I-maps. This fee covers execution and platform fees.
Location
1920 North Marshall Avenue Suite 102, El Cajon, CA, 92020
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is a managing partner at Transatlantic Investment Partners LLC (TAIP), a Commodity Trading Advisor. He is also involved in several other business activities, including Erudito Training Systems (firearms and wealth management training), GABA (German American Business Association), Flying Bull Aviation LLC (aircraft management), and EFIV (real estate investment in Germany).
Employment History
Current Registrations
Insigneo Advisory Services, LLC
Insigneo Securities, LLCBroker
Previous Registrations
Ucapamericas
UcapamericasBroker
Adi Dassler Family Office LLC
Adi Dassler International Family Office USA Limited Partnership
Adi Dassler International Family Office USA Limited Partnership
Bolton Global Asset Management
Bolton Securities CorporationBroker
Bolton Global CapitalBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Deutsche Morgan Grenfell INC.Broker
State Registrations5 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.