James ArmerCRD Number: 5546609
Current Firm: Bbva Wealth Solutions Inc.
James Armer (CRD# 5546609) is an Investment Advisor Representative working at Bbva Wealth Solutions Inc. in Albuquerque, NM and has over 9 years of experience in the finance industry.
Portfolio Wealth Advisors
Portfolio Wealth Advisors
Jataj Wealth Management, LLC
|Bbva Compass Insurance Agency, Inc.||Austin, TX||Dec 2016 - Current||1|
|Bbva Wealth Solutions Inc.||Albuquerque, NM||Dec 2016 - Current||1|
|Bbva Securities Inc.||Albuquerque, NM||Dec 2016 - Current||1|
|Compass Bank||Birmingham, AL||Nov 2016 - Current||1|
|Generations Federal Credit Union||San Antonio, TX||Apr 2016 - Oct 2016||< 1|
|Cuso Financial Services, LP||San Diego, CA||Apr 2016 - Oct 2016||< 1|
|Bancwest Investment Services||Albuquerque, NM||Sep 2015 - Apr 2016||< 1|
|Bank Of The West||Albuquerque, NM||Sep 2015 - Apr 2016||< 1|
|Wells Fargo Advisors LLC||Albuquerque, NM||Apr 2011 - Aug 2015||4|
|Scottrade, Inc.||Albuquerque, NM||Nov 2010 - Apr 2011||< 1|
|Wells Fargo Investments, LLC||Santa Fe, NM||Apr 2008 - Nov 2010||2|
|Wells Fargo Bank, N.a.||Albuquerque, NM||Mar 2007 - Apr 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2008|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
Total Assets Under Management431MILLIONS
Total Number of Accounts1,342ACCOUNTS
Average Account Value$321,107
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, MI, MN, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI
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