James Alewine (CRD# 7580889) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Laguna Hills, CA and has 1 year of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Modern Woodmen America | Rock Island, IL | Jan 2023 - Current | 1 |
| Mwa Financial Services Inc. | Rock Island, IL | Jan 2023 - Current | 1 |
| Grubhub | Chicago, IL | Oct 2021 - Oct 2022 | 1 |
| Pruco Securities LLC | Sherman Oaks, CA | May 2022 - Sep 2022 | < 1 |
| Unemployment | Monrovia, CA | Apr 2021 - May 2022 | 1 |
| Adp | San Dimas, CA | Aug 2018 - Apr 2021 | 2 |
| Los Angeles Force | Los Angeles, CA | Oct 2018 - Mar 2021 | 2 |
| University Of California, Riverside (ucr) | Riverside, CA | Aug 2013 - Jun 2018 | 4 |
| Coast 2 Coast Soccer | Riverside, CA | Apr 2015 - Mar 2018 | 2 |
| Riverside Carnegie Christian Schools | Riverside, CA | Nov 2017 - Feb 2018 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2023 |
- CA
-
Total Assets Under Management216MILLIONS
-
Total Number of Accounts1,432ACCOUNTS
-
Average Account Value$150,903
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.