James Schaeffer, financial advisor Allen TX

James Schaeffer

CRD Number: 6547559
Current Firm: Constant Wealth Management, LLC

James Schaeffer (CRD# 6547559) is an Investment Advisor Representative working at Constant Wealth Management, LLC in Allen, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Envoy Dallas, TX Dec 2018 - Current 5
Constant Wealth Management, LLC Dallas, TX Nov 2015 - Current 8
Schaeffer Unlimited Inc. Wichita Falls, TX May 2005 - Current 18
Us Governent/sheppard Afb Wichita Falls, TX Oct 2006 - Dec 2018 12
Wavecrest Securities LLC New York, NY Aug 2015 - Dec 2016 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 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 W. Schaeffer
Phone Number: 214-504-2332
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    61
    ACCOUNTS
  • Average Account Value
    $55,738
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
  • Other
Types of Clients
Registered States

TX

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