James Deich (CRD# 2625584) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Wenatchee, WA and has over 28 years of experience in the finance industry.
CRD# 5471160
Edward Jones
CRD# 4535419
Blackburn Financial
CRD# 5273233
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Wenatchee, WA | Jan 2020 - Current | 4 |
| Planmember Securities Corporation | Carpinteria, CA | Sep 2016 - Jan 2020 | 3 |
| Financial Alternatives | Wenatchee, WA | Sep 2016 - Jan 2020 | 3 |
| Commonwealth Financial Network | San Diego, CA | Apr 2015 - Aug 2016 | 1 |
| Insurance-non Variable | Wenatchee, WA | Nov 2012 - Mar 2015 | 2 |
| Guggeneim Life Fixed Annuities. | Wenatchee, WA | Oct 2012 - Mar 2015 | 2 |
| Security Benefits Products | Wenatchee, WA | Jul 2012 - Mar 2015 | 2 |
| Freedom Financial Advisors | Wenatchee, WA | Dec 2011 - Mar 2015 | 3 |
| Cashmere Valley Bank | Wenatchee, WA | Nov 2011 - Mar 2015 | 3 |
| Raymond James Financial Services Advisors, Inc. | Wentchee, WA | Jan 2009 - Mar 2015 | 6 |
| Raymond James Financial Services, Inc. | Wenatchee, WA | Jan 2000 - Mar 2015 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1995 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1996 |
- WA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
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