JA
CFP
JA
CFP

James Herold Anderson

9 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,630 clients
Average Client Portfolio
$345K average
Assets Under Management
$561.8M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

805 West Jackson, Suite 301, Morton, IL, 61550

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History

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.

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Other Business ActivitiesSells Insurance

James is an insurance agent for Creekmur, Inc., dba Creekmur Wealth Advisors, selling insurance products since 2016. This activity requires a few hours per week, plus one hour per day for trading.

Employment History
Current Registrations
Creekmur Asset Management, LLC
February 2020 - Present · 6 yrs
Previous Registrations
Madison Avenue Securities, LLCBroker
October 2017 - June 2020 · 2 yrs 8 mos
Ae Wealth Management, LLC
October 2017 - June 2020 · 2 yrs 8 mos
Creative Financial Designs, INC.
April 2017 - November 2017 · 7 mos
Cfd Investments, INC.Broker
April 2017 - November 2017 · 7 mos
Charles Schwab & CO., INC.Broker
September 2015 - April 2016 · 7 mos
State Registrations2 states
ILTX
Advisor
Exams
No exam information available for this advisor.