James Callahan (CRD# 2679930) is an Investment Advisor Representative working at Johnson Financial Group LLC in Denver, CO and has over 28 years of experience in the finance industry. James Callahan 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.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jfg Wealth Management, LLC | Denver, CO | Jan 2023 - Current | 1 |
| Johnson Financial Group LLC | Denver, CO | Jan 2023 - Current | 1 |
| Saza Wealth Partners LLC | Lone Tree, CA | Oct 2020 - Current | 3 |
| Shine Wealth Partners | Lone Tree, CO | Sep 2019 - Sep 2020 | 1 |
| The Saza Group | Denver, CO | Apr 2019 - Sep 2019 | < 1 |
| Janiczek Wealth Management | Denver, CO | Aug 2010 - Apr 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1995 |
- CO
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Total Assets Under Management2,476MILLIONS
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Total Number of Accounts788ACCOUNTS
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Average Account Value$3,142,376
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CO, DC, KS, MD, NE, NY, OK, TX, VA
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