James Summers is a registered investment advisor, based in Fort Worth, TX, with 14 years of industry experience.
Location
1 Firstcomm Plaza, Fort Worth, TX, 76109
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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.
Learn about disclosures →Employment History
Current Registrations
First Command Brokerage Services, INC.
April 2022 - Present · 4 yrs 1 mo
First Command Advisory Services
April 2022 - Present · 4 yrs 1 mo
First Command Brokerage Services, INC.Broker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Edward Jones
September 2020 - September 2021 · 1 yr
Edward JonesBroker
September 2020 - September 2021 · 1 yr
USAA Investment Services Company
January 2018 - June 2020 · 2 yrs 5 mos
USAA Financial Advisors, INC.Broker
March 2015 - June 2020 · 5 yrs 3 mos
USAA Financial Planning Services
March 2015 - January 2018 · 2 yrs 10 mos
Strategic Advisers, INC.
August 2010 - February 2014 · 3 yrs 6 mos
Fidelity Brokerage Services LLCBroker
March 2010 - February 2014 · 3 yrs 11 mos
Edward Jones
January 2009 - May 2009 · 4 mos
Edward JonesBroker
October 2008 - May 2009 · 7 mos
State Registrations52 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.