James Tietze, financial advisor Boerne TX

James Tietze

CRD Number: 5438259
Current Firm: Advisors Asset Management, Inc.

James Tietze (CRD# 5438259) is an Investment Advisor Representative working at Advisors Asset Management, Inc. in Boerne, TX and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Advisors Asset Management, Inc. Monument, CO Oct 2007 - Current 16
Self-employed San Antonio, TX Sep 2006 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2008
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for James A. Tietze
Phone Number: 719-488-9956
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    3,740
    MILLIONS
  • Total Number of Accounts
    1,634
    ACCOUNTS
  • Average Account Value
    $2,288,975
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, VA, VT, WA, WI

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