James Walter Anadon, financial advisor Reedley CA

James Walter Anadon

Olivia Wealth Management

CRD Number: 6332486
Current Firm: Caitlin John
Compensation Model: Fee Only

After sharpening my skills at a major Wall Street firm in the Bay Area, I realized that my personal and professional standards were better aligned with an independent, comprehensive, and holistic firm to better serve my clients’ best interests. As your trusted advisor, listening to you and your family’s dreams and values gives me the depth of understanding to guide our investment decisions. Because we’re better together.

 

Born in the Bay Area, I was forced to seek stability and dance with uncertainty from an early age in the foster care system. My ability to listen, comprehend, and tailor creative financial strategies to protect and grow the wealth of my clients have been a direct result of my life experiences.

 

I currently reside back and fourth from texas to california with my wife, Letty, our daughter, Olivia, and another one the way.

 

Olivia wealth management is a digitally enhanced advisory proctice. Meaning, although we do meet with some people in person, many of our client prefer to interact with us solely over the internet. They have found it to be more comfortable and efficient. 

 

James Anadon (CRD# 6332486) is an Investment Advisor Representative working at Caitlin John, LLC under the DBA: Olivia Wealth Managment, llc. and has 11 years of experience in the finance industry. 

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Company Name Location Dates Years
Caitlin John, LLC Brighton, MI Jun 2022 - Current 1
Pillar6 Advisors, LLC San Francisco, CA Sep 2017 - Jun 2022 4
Pacific Equity Partners San Francisco, CA Sep 2014 - Aug 2017 2
World Equity Group San Francisco, CA Sep 2014 - Aug 2017 2
Morgan Stanley San Francisco, CA Apr 2011 - Sep 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2015
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for James Walter L. Anadon
Phone Number: 810-355-1325
Advisor Website: https://www.oliviawm.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    113
    MILLIONS
  • Total Number of Accounts
    815
    ACCOUNTS
  • Average Account Value
    $139,068
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, IL, IN, MD, MI, NJ, NY, PA, TX, VA

Firm Disclaimer:

Investment Advisory Services offered through Caitlin John • 1024 E. Grand River Ave., Brighton, MI 48116 • (810) 355-1325 Office • (810) 227-2558 Fax • Caitlin John and Olivia Wealth Management are independently owned and operated. Olivia Wealth Management does not offer legal or tax advice. This material is not intended to replace the advice of a qualified tax advisor or attorney. Please consult legal or tax professionals for specific information regarding your individual situation.The information, data, and opinions contained herein this communication are provided solely for informational purposes only. They are not warranted to be correct, complete, or accurate. To the extent permitted by law, Olivia Wealth Management and Caitlin John do not accept any liability arising from the use of this communication. You should not assume that any information, data, or opinions contained herein serves as the receipt of, or a substitute for, personalized investment advice from any other investment professional. Past performance is not an indication of future results and actual results may vary. Investing carriers an inherent element of risk, including the risk of losing invested principal.

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