James Jackson
James Jackson is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Coeur d'Alene, ID, with 7 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1603 N Fourth St, Coeur d'Alene, ID, 83814
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James engages in hobby woodworking, occasionally selling small projects, dedicating minimal time. He is also a member of the United Way of North Idaho Financial Stability Council, spending minimal time reviewing grant applications.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
State Registrations18 states
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