JA
JA

James W Anadon

11 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
733 clients
Average Client Portfolio
$250K average
Assets Under Management
$183.4M

Fee Structure

Minimum Investment:$250K
Loading...

Location

Reedley, CA

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2022
Withdrawn
Employment History
Current Registrations
Caitlin John, LLC
June 2022 - Present · 3 yrs 8 mos
Previous Registrations
Pillar6 Advisors, LLC
September 2017 - June 2022 · 4 yrs 9 mos
World Equity Group, INC.
December 2015 - September 2017 · 1 yr 9 mos
World Equity Group, INC.Broker
September 2014 - September 2017 · 3 yrs
Morgan StanleyBroker
July 2014 - September 2014 · 2 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
James W Anadon - Financial Advisor | TrueAdvisor