James Kearse, financial advisor Centennial CO
90 score

James Kearse

CRD Number: 6071531
Current Firm: Mutual Of Omaha Investor Services, Inc.

James Kearse (CRD# 6071531) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Centennial, CO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Mutual Of Omaha Investor Services Colorado Srings, CO Feb 2014 - Current 2
Mutual Of Omaha Colorado Springs, CO Feb 2014 - Current 2
First Command Financial Services, Inc. Colorado Springs, CO Jan 2013 - Jan 2014 1
First Command Colorado Srings, CO May 2012 - Dec 2012 < 1
Us Army Ft Knox, KY May 2002 - May 2012 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2012
S63 Uniform Securities State Law Examination Jun 2016
Contact Info for James A. Kearse
Phone Number: 402-351-5770
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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