James Cooney (CRD# 6137340) is an Investment Advisor Representative working at Hoylecohen, LLC in San Diego, CA and has over 10 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hoylecohen, LLC | Phoenix, AZ | Sep 2020 - Current | 3 |
| Stellar Capital Management, LLC | Phoenix, AZ | Jan 2019 - Aug 2020 | 1 |
| Empirical Wealth Management | Irvine, CA | Apr 2018 - Dec 2018 | < 1 |
| Stellar Capital Management | Phoenix, AZ | Jan 2017 - Mar 2018 | 1 |
| Grand Canyon University | Phoenix, AZ | May 2016 - Jan 2017 | < 1 |
| Crjd LLC | Phoenix, AZ | Jun 2015 - May 2016 | < 1 |
| Charles Schwab & Company,inc | Phoenix, AZ | Nov 2012 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2013 |
| S65 | NASAA Investment Advisors Law Examination | May 2018 |
- AZ
-
Total Assets Under Management3,430MILLIONS
-
Total Number of Accounts5,427ACCOUNTS
-
Average Account Value$632,057
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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
AZ, CA, CO, FL, GA, ID, IL, LA, MA, MT, NC, NH, NJ, NV, NY, OR, PA, TN, TX, UT, VA, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.