James Atkins (CRD# 4134861) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Kingwood, TX and has over 24 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 7438882
Worthwise Financial Partners
CRD# 6877256
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Secutities, LLC | Kingswood, TX | Oct 2020 - Current | 3 |
| J.p. Morgan Bank, N.a. | Houston, TX | Jan 2003 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2000 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2020 |
- TX
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
-
Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY
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