James Yaworski (CRD# 6433127) is an Investment Advisor Representative working at Carlson Capital Management, LLC in Northfield, MN and has over 9 years of experience in the finance industry.
CRD# 2773901
Edward Jones
CRD# 6190212
Focus Financial
CRD# 2271838
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Carlson Capital Management, LLC | Northfield, MN | May 2016 - Current | 7 |
| Ameriprise Financial Services Inc. | Minneapolis, MN | Dec 2014 - May 2016 | 1 |
| Pinnacle Private Wealth Group | Rochester, MN | Dec 2014 - May 2016 | 1 |
| Ameriprise Financial Services Inc. | Minneapolis, MN | Jun 2014 - Dec 2014 | < 1 |
| Hilco Global | Northbrook, IL | Jan 2012 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2015 |
- MN
-
Total Assets Under Management3,503MILLIONS
-
Total Number of Accounts8,421ACCOUNTS
-
Average Account Value$415,947
- A percentage of assets under your management
- 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
AZ, CA, CO, CT, FL, GA, IA, IL, KY, MA, MN, MT, NC, NE, NH, NY, OH, OR, SC, SD, TX, WA, WI
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