James Cochran is a CFP-designated registered investment advisor, based in Colorado Springs, CO, with 17 years of industry experience.
Location
13710 Struthers Road, Suite 115, Colorado Springs, CO, 80921
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is an IAR and RIA with Summit Wealth Group, dedicating full-time hours to serving clients. He also provides fixed insurance advice through Fixed Insurance and PKSF, spending minimal time on each. James is also involved with Euart Worldwide, LLC, Summit Advisor Marketing, LLC, and the Tennessee State Parks Conservancy.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Summit Wealth Group
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations14 states
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