JD
CFP
JD
CFP

James Gerard Dussold

40 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningDivorce Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,503 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$3.1B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$5,000
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Location

4747 West 135H Street #100, Leawood, KS, 66224

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

James is an Investment Advisor Representative (IAR), shareholder, Executive VP, Treasurer, and Secretary at Financial Advisory Service, Inc. (FAS), a fee-based financial planning and investment management firm.

Employment History
Current Registrations
Fas CORP.Broker
August 1997 - Present · 28 yrs 6 mos
Fas Wealth Partners, INC.
June 1987 - Present · 38 yrs 8 mos
Previous Registrations
Mutual Service CorporationBroker
March 1995 - September 1997 · 2 yrs 6 mos
United Planners' Financial Services of America a Limited PartnerBroker
January 1989 - March 1995 · 6 yrs 2 mos
Mutual Service CorporationBroker
April 1986 - December 1988 · 2 yrs 8 mos
Capital Analysts, IncorporatedBroker
June 1985 - April 1986 · 10 mos
State Registrations32 states
ALARCACOCTDCDEFLGAILINKSMAMDMEMIMNMONCNENJNVNYOHOKORPATXUTVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
James Gerard Dussold - Financial Advisor | TrueAdvisor