James SheridanCRD Number: 1375715
Current Firm: Client One Securities LLC
James Sheridan (CRD# 1375715) is an Investment Advisor Representative working at Client One Securities LLC in Leawood, KS and has over 19 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Client One Securities, LLC||Aurora, CO||Jun 2013 - Current||4|
|Sheridan Insurance & Financial Services Inc.||Aurora, CO||May 2005 - Current||12|
|Tlg Advisors Inc.||Littleton, CO||May 2006 - Jun 2013||7|
|The Leaders Group, Inc.||Littleton, CO||Jan 1998 - Jun 2013||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
|S65||NASAA Investment Advisors Law Examination||May 2006|
Total Assets Under Management263MILLIONS
Total Number of Accounts2,124ACCOUNTS
Average Account Value$123,641
- 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
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, DC, FL, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV
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