James Donewald (CRD# 5769200) is an Investment Advisor Representative working at Cris Capital, Ltd. in Katy, TX and has over 14 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cris Financial | Houston, TX | Oct 2012 - Current | 11 |
| Cris Capital, Ltd. | Katy, TX | Jun 2008 - Current | 15 |
| Horter Investment Management, LLC | Cincinnati, OH | Aug 2011 - Jan 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2009 |
- TX
-
Total Assets Under Management14MILLIONS
-
Total Number of Accounts106ACCOUNTS
-
Average Account Value$127,858
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
TX
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