James Dees (CRD# 6390237) is an Investment Advisor Representative working at Genesis Investments in Ooltewah, TN and has over 9 years of experience in the finance industry.
CRD# 4760390
Raymond James Financial Services Advisors, Inc.
CRD# 1382
Osaic Wealth, Inc.
CRD# 5426975
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Genesis Investment Advisors, Llc Dba Genesis Investments | Ooltewah, TN | Oct 2020 - Current | 3 |
| Edward Jones | St Louis, MO | Sep 2014 - Oct 2020 | 6 |
| Decosimo Certified Public Accountants | Chattanooga, TN | Dec 2013 - Sep 2014 | < 1 |
| Warren & Tallent Cpas, Pllc | Sweetwater, TN | Sep 2010 - Sep 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2014 |
- GA
- TN
- TX
-
Total Assets Under Management59MILLIONS
-
Total Number of Accounts465ACCOUNTS
-
Average Account Value$127,164
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
GA, TN, TX
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