James Shaffer, financial advisor Oakhurst CA

James Shaffer

CRD Number: 2975930
Current Firm: Allstate Financial Advisors, LLC

James Shaffer (CRD# 2975930) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Oakhurst, CA and has over 26 years of experience in the finance industry.

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Planmember Securities Corporation
Professional Designations
Company Name Location Dates Years
Allstate Insurance Company Fresno, CA Nov 2012 - Current 11
Jcs Insurance And Financial Solutions Fresno, CA Nov 2012 - Aug 2017 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
S65 NASAA Investment Advisors Law Examination May 2004
Contact Info for James C. Shaffer
Phone Number: 877-232-2142
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    29
    MILLIONS
  • Total Number of Accounts
    139
    ACCOUNTS
  • Average Account Value
    $205,173
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, 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, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY

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