James Pommert (CRD# 5487521) is an Investment Advisor Representative working at Equitta Advisors LLC in Terrace Park, OH and has over 14 years of experience in the finance industry. James Pommert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2667585
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equitta Advisors, LLC | Milwaukee, WI | Jun 2017 - Current | 6 |
| Kansas City Life Insurance Company | Kansas City, MO | May 2011 - Jun 2017 | 6 |
| Krilogy Financial | St Louis, MO | Apr 2011 - Jun 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2009 |
- KS
- MO
- OH
- PA
-
Total Assets Under Management76MILLIONS
-
Total Number of Accounts519ACCOUNTS
-
Average Account Value$146,822
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
KS, MO, OH, PA
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