James Salter (CRD# 5143649) is an Investment Advisor Representative working at Blossom Wealth Management, LLC in San Ramon, CA and has over 17 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blossom Wealth Management, LLC | San Ramon, CA | Jun 2009 - Current | 14 |
| Kw Securities Corporation | Larkspur, CA | Nov 2013 - Sep 2022 | 8 |
| Wingman Retirement, LLC | Alamo, CA | Jan 2015 - Dec 2015 | < 1 |
| Instream Partners | Menlo Park, CA | Oct 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2007 |
- CA
- TX
-
Total Assets Under Management270MILLIONS
-
Total Number of Accounts773ACCOUNTS
-
Average Account Value$349,144
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CA, TX
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