Unclaimed Profile

James Allen Shanton

JACKSON FINANCIAL MANAGEMENT·COSTA MESA, California

Clean recordJACKSON FINANCIAL MANAGEMENT

151 KALMUS DRIVE, SUITE H7, COSTA MESA, CA 92626CRD# 2824026Firm CRD# 108029

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Allen Shanton · COSTA MESA, CA

Registration

CRD #2824026 · JACKSON FINANCIAL MANAGEMENT

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Allen Shanton is a registered financial advisor based in COSTA MESA, California, affiliated with JACKSON FINANCIAL MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

JACKSON FINANCIAL MANAGEMENT

AUM

$477M

Regulatory assets under management

Employees

Total firm employees

View all advisors at JACKSON FINANCIAL MANAGEMENT →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2824026

Firm CRD# 108029

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Allen Shanton offer?

James Allen Shanton specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COSTA MESA, California for a consultation.

What are James Allen Shanton's credentials?

James Allen Shanton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Allen Shanton located?

James Allen Shanton is based in COSTA MESA, California, working with JACKSON FINANCIAL MANAGEMENT. Their office serves clients in the COSTA MESA metropolitan area and surrounding communities.

How does James Allen Shanton charge for services?

James Allen Shanton's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JACKSON FINANCIAL MANAGEMENT?

JACKSON FINANCIAL MANAGEMENT has approximately 13 employees and manages $477M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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