James Still is a CFP-designated registered investment advisor at Jasi Financial, INC., based in Grapevine, TX, with 13 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 28 clients with $4.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
Fees are generally negotiable.
Fee Estimator
Location
4851 Merlot Ave Ste 540, Grapevine, TX, 76051
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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 Activities
James works as a consultant with Andrea M Still, CPA, a CPA firm that is not investment related. This activity takes up nearly all of his time.
Employment History
Current Registrations
Jasi Financial, INC.
Previous Registrations
Wealth Management LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.