James Held is a registered investment advisor, based in Bloomfield Hills, MI, with 10 years of industry experience.
Location
2242 S Telegraph Rd Ste 102, Bloomfield Hills, MI, 48302-0218
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Regulatory History (1)
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Judgment / Lien
October 2025Employment History
Current Registrations
Allstate Financial Services, LLCBroker
October 2025 - Present · 7 mos
Allstate Financial Advisors, LLC
October 2025 - Present · 7 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
January 2024 - September 2025 · 1 yr 8 mos
J.P. Morgan Securities LLC
January 2024 - September 2025 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2023 - January 2024 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2023 - January 2024 · 4 mos
Allstate Financial Advisors, LLC
July 2017 - August 2023 · 6 yrs 1 mo
Allstate Financial Services, LLCBroker
July 2017 - August 2023 · 6 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2013 - December 2015 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2013 - December 2015 · 2 yrs 3 mos
State Registrations2 states
CAMI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.