James Goldstein (CRD# 4064878) is an Investment Advisor Representative working at Axos Invest, Inc. in Centennial, CO and has over 21 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Axos Invest, LLC | Las Vegas, NV | Jan 2023 - Current | 1 |
| Axos Invest, Inc. | Las Vegas, CO | Sep 2022 - Current | 1 |
| Axos Clearing LLC | Centennial, CO | Aug 2021 - Current | 2 |
| E*trade Securities LLC | Centennial, CO | Apr 2020 - Aug 2021 | 1 |
| E*trade Securities LLC | Centennial, CO | Aug 2019 - Apr 2020 | < 1 |
| Unemployed | Centennial, CO | May 2019 - Aug 2019 | < 1 |
| Oppenheimerfunds Distributor, Inc. | Englewood, CO | Nov 1999 - May 2019 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2003 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
- CO
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Total Assets Under Management143MILLIONS
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Total Number of Accounts18,834ACCOUNTS
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Average Account Value$7,594
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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