James Johns (CRD# 1401531) is an Investment Advisor Representative working at Vios Asset Management LLC in San Francisco, CA and has over 32 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Western International Securities | San Francisco, CA | Nov 2005 - Current | 18 |
| Kinetic Asset Management LLC | San Francisco, CA | Apr 2002 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1992 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2002 |
- CA
-
Total Assets Under Management26MILLIONS
-
Total Number of Accounts37ACCOUNTS
-
Average Account Value$703,351
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA
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