James KambestadCRD Number: 5943924
Current Firm: Comerica Securities
James Kambestad (CRD# 5943924) is an Investment Advisor Representative working at Comerica Securities in Los Angeles, CA and has over 5 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Comerica Securities, Inc.||Los Angeles, CA||Jul 2016 - Current||< 1|
|Valic Financial Advisors, Inc.||Orange, CA||Apr 2014 - Jul 2016||2|
|Axa Advisors, LLC||New York, NY||May 2013 - Apr 2014||< 1|
|Various Insurance Carriers For W&r Insurance Agencies||Alhambra, CA||Dec 2011 - Apr 2013||1|
|Waddell & Reed Inc.||Los Angeles, CA||Jul 2011 - Apr 2013||1|
|211 La County||San Gabriel, CA||Oct 2010 - Apr 2013||2|
|Unemployed||Alhambra, CA||Aug 2010 - Oct 2010||< 1|
|Gold's Gym||Pasadena, CA||Mar 2010 - Aug 2010||< 1|
|Unemployed||Alhambra, CA||Nov 2009 - Mar 2010||< 1|
|Adventure 16||Solana Beach, CA||Aug 2009 - Nov 2009||< 1|
|La Fitness||Encinitas, CA||Jul 2009 - Aug 2009||< 1|
|Ritz-carlton||Dana Point, CA||Mar 2009 - Jul 2009||< 1|
|Gnc||La Jolla, CA||May 2008 - Mar 2009||< 1|
|Unemployed||Alhambra, CA||Nov 2007 - May 2008||< 1|
|Dairy Creek Golf||San Luis Obispo, CA||Apr 2004 - Nov 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2011|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Criminal Record
Total Assets Under Management920MILLIONS
Total Number of Accounts2,261ACCOUNTS
Average Account Value$406,914
- 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
- Pension consulting services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV
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