James CarltonCRD Number: 1376707
Current Firm: Carlton, Hofferkamp And Jenks Wealth Management, LLC
James Carlton (CRD# 1376707) is an Investment Advisor Representative working at Carlton, Hofferkamp And Jenks Wealth Management, LLC in The Woodlands, TX and has over 22 years of experience in the finance industry.
Linscomb & Williams
Ronald Blue & Company, LLC
Houston Wealth Management
|Carlton, Hofferkamp And Jenks Wealth Management, LLC||The Woodlands, TX||Aug 2010 - Current||6|
|Sterling Bank||Houston, TX||Feb 2007 - Aug 2010||3|
|Linsco Private Ledger||Houston, TX||Feb 2007 - Aug 2010||3|
|Uvest Investment Services||Charlotte, NC||Oct 2001 - Mar 2007||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1997|
|S65||NASAA Investment Advisors Law Examination||Jan 1995|
Total Assets Under Management261MILLIONS
Total Number of Accounts509ACCOUNTS
Average Account Value$513,681
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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