James LandersCRD Number: 3009916
Current Firm: E*trade Capital Management, LLC
James Landers (CRD# 3009916) is an Investment Advisor Representative working at E*trade Capital Management, LLC in Arlington, VA and has over 24 years of experience in the finance industry. James Landers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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|E*trade Securities LLC||Irvine, CA||Feb 2020 - Current||2|
|E*trade Capital Management LLC||Irvine, CA||Feb 2020 - Current||2|
|E*trade Capital Management LLC||Costa Mesa, CA||Jan 2017 - Feb 2020||3|
|E*trade Securities LLC||Costa Mesa, CA||Jan 2017 - Feb 2020||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Los Angeles, CA||Dec 1997 - Oct 2016||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1998|
|S65||NASAA Investment Advisors Law Examination||Apr 2000|
Total Assets Under Management12,223MILLIONS
Total Number of Accounts96,990ACCOUNTS
Average Account Value$126,023
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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