James Christianson, financial advisor Portland OR
48 score

James Christianson

CRD Number: 1434189
Current Firm: Robert W. Baird & Company Incorporated

James Christianson (CRD# 1434189) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Portland, OR and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Robert W. Baird & Company Incorporated Portland, OR Nov 2014 - Current 2
Mcadams Wright Ragen Portland, OR Sep 2012 - Nov 2014 2
Wells Fargo Advisors LLC Portland, OR May 2009 - Sep 2012 3
Wachovia Securities, LLC Portland, OR Jan 2008 - May 2009 1
A.g. Edwards Portland, OR Jul 1990 - Jan 2008 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1988
S66 NASAA Uniform Combined State Law Examination Feb 2013
Disclosure Information

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:
  • Employer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for James G. Christianson
Phone Number: 414-765-3500
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    83,910
    MILLIONS
  • Total Number of Accounts
    90,406
    ACCOUNTS
  • Average Account Value
    $928,144
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
48

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