William J. James, Inc.

William J. James, Inc. (CRD# 129467) is a financial advisory firm headquartered in Bloomington, IN. They manage $4,215,644 in 51 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at William J. James, Inc.
Showing 1 - 1 of 1 top financial advisors.
William J. James
CRD#: 1341286
1602 West Third St., Ste. D, Bloomington, IN 47404

William James (CRD# 1341286) is an Investment Advisor Representative working at William J. James, Inc. in Bloomington, IN and has over 33 years of experience in the finance industry.

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