James Rasmussen (CRD# 6524907) is an Investment Advisor Representative working at Pandowealth. LLC in Peachtree City, GA and has 1 year of experience in the finance industry. James Rasmussen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4194526
Synovus Securities, Inc.
CRD# 4148297
Edward Jones
CRD# 6319317
Edward Jones
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pandowealth. LLC | Peachtree City, GA | Aug 2015 - Current | 8 |
| Chick-fil-a, Inc. | Atlanta, GA | Aug 1996 - Dec 2016 | 20 |
| Wise Investment Services, LLC | Cumming, GA | Jul 2015 - Sep 2015 | < 1 |
- GA
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Total Assets Under Management299MILLIONS
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Total Number of Accounts1,759ACCOUNTS
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Average Account Value$170,152
- 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
- Educational seminars/workshops
- Other
AL, AR, AZ, CA, CO, DE, FL, GA, IL, IN, LA, MD, MO, NC, NE, NJ, OH, OK, OR, PA, SC, TN, TX, VA, WA
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