James DesanctisCRD Number: 6031742
Current Firm: Charles Schwab & Company, Inc.
James Desanctis (CRD# 6031742) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 5 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
Fit Financial Consulting LLC
|Charles Schwab & Company,inc.||Lone Tree, CO||Nov 2017 - Current||< 1|
|Charles Schwab Bank||Lone Tree, CO||Nov 2017 - Current||< 1|
|Bank Of America, N.a.||Jacksonville, FL||Mar 2012 - Nov 2017||5|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Jacksonville, FL||Feb 2012 - Nov 2017||5|
|Bank Of America||Daytona Beach, FL||Oct 2011 - Feb 2012||< 1|
|Malibu Beach Grill||Port Orange, FL||Jun 2011 - Oct 2011||< 1|
|Disney||Lake Buena Vista, FL||Feb 2011 - Jun 2011||< 1|
|Unemployment||Port Orange, FL||Jan 2011 - Jan 2011||< 1|
|Florida State University||Tallahassee, FL||Jul 2007 - Dec 2010||3|
|Tijuana Flats||Tallahassee, FL||Jun 2010 - Aug 2010||< 1|
|Luna Bella Ristorante||New Smyrna Beach, FL||Oct 2009 - Jan 2010||< 1|
|Florida State University||Tallahassee, FL||Aug 2009 - Oct 2009||< 1|
|David Paschal||Daytona Beach, FL||Jun 2009 - Jul 2009||< 1|
|Spruce Creek Country Club||Daytona Beach, FL||May 2009 - Jun 2009||< 1|
|David Paschal||Daytona Beach, FL||Jun 2008 - Jul 2008||< 1|
|Spruce Creek Country Club||Daytona Beach, FL||May 2008 - Jun 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2012|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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