James Anadon is a registered investment advisor at Caitlin John, LLC, based in Reedley, CA, with 11 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 733 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Caitlin John offers investment management under either a wrap fee program (CJWFP) or a non-wrap fee arrangement. The wrap fee cannot exceed 2.48%, and the non-wrap fee cannot exceed 3.0%. Fees are negotiable and may be structured as tiered, tapered, or fixed. The fees cover advisory services, investment management oversight, administrative and custodial services, and may include the use of a third-party investment advisor.
Location
Reedley, CA
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Regulatory History (1)
Customer Dispute
June 2022Employment History
Current Registrations
Caitlin John, LLC
Previous Registrations
Pillar6 Advisors, LLC
World Equity Group, INC.
World Equity Group, INC.Broker
Morgan StanleyBroker
State Registrations1 state
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.