James Wilson
James Wilson is a registered investment advisor at Diligent Investors, LLC, based in Redlands, CA, with 24 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 884 clients with $660M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial Planning & Consulting — Charged on an hourly basis up to $250 per hour, or flat fees up to $5,000 depending on the scope and complexity of your engagement, covering areas like retirement, estate, tax, and business planning.
Location
1447 Ford Street, Suite 200, Redlands, CA, 92374
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2004Other Business ActivitiesSells Insurance
James is a managing partner and advisor at Diligent Investors, LLC, a registered investment advisor, dedicating full-time hours to this role. He also advises clients on fixed annuities through RBJ Financial Group, LLC, spending a few hours per week on this activity.
Employment History
Current Registrations
M. S. Howells & CO.Broker
Diligent Investors, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Painewebber INC.
UBS Painewebber INC.Broker
State Registrations16 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.
Exams
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