Joseph S James

Joseph S James is an investment adviser representative (IAR) with state registration records since 2003, appearing at 3 firms. Currently registered with MARINER WEALTH ADVISORS-IC, LLC.

Registration history (3)

FirmFromToCurrent
MARINER WEALTH ADVISORS-IC, LLC2024-08-16presentYes
AVANTAX PLANNING PARTNERS, INC.2013-04-292024-09-04
APRIO WEALTH MANAGEMENT, LLC2003-06-102012-08-22

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