JAMES EDWARD CARLSON is an investment adviser representative (IAR) with state registration records since 2011, appearing at 7 firms. Currently registered with CARLSON PLANNING COMPANY, LLC, GANNETT WEALTH ADVISORS.
| Firm | From | To | Current |
|---|---|---|---|
| GANNETT WEALTH ADVISORS | 2025-11-17 | present | Yes |
| CARLSON PLANNING COMPANY, LLC | 2019-12-05 | present | Yes |
| MML INVESTORS SERVICES, LLC | 2017-03-25 | 2019-09-10 | — |
| MARINER MANAGED ACCOUNT SOLUTIONS, LLC | 2016-02-12 | 2018-02-01 | — |
| MSI FINANCIAL SERVICES, INC. | 2015-03-20 | 2017-03-25 | — |
| MARINER MANAGED ACCOUNT SOLUTIONS, LLC | 2012-12-10 | 2013-04-08 | — |
| NEW ENGLAND SECURITIES | 2012-11-05 | 2013-04-01 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2011-07-06 | 2012-07-27 | — |