James Chetwood is a CFP-designated registered investment advisor, based in Folsom, CA, with 20 years of industry experience.
Location
340 Palladio Pkwy., Suite 501, Folsom, CA, 95630
Get directionsHistory
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 serves as an elder at The Summit Church, dedicating a few hours per week. He also manages a commercial building through Chetwood Adams Real Estate LLC, spending about 10-20% of his time on this. Additionally, James is a board member at NC Study Center and an author.
Employment History
Current Registrations
Aw Securities
Allworth Financial, L.P.
Aw SecuritiesBroker
Previous Registrations
Adams Chetwood Wealth Management LLC
Purshe Kaplan Sterling InvestmentsBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
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.