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James Allen Shanton

JACKSON FINANCIAL MANAGEMENT·COSTA MESA, California
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151 KALMUS DRIVE, SUITE H7, COSTA MESA, CA 92626CRD# 2824026Firm CRD# 108029
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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.

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Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
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Firm Overview

Firm
JACKSON FINANCIAL MANAGEMENT
JACKSON FINANCIAL MANAGEMENT
AUM
$477M
Regulatory assets under management
Employees
13
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
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2824026
Firm CRD# 108029
No disclosures on file
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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Other advisors in COSTA MESA
Kenneth Gordon Hobbs — CLEARVIEW INVESTMENT PARTNERS, LLCKevin Brian Arnold — CLEARVIEW INVESTMENT PARTNERS, LLCAlan Alfredo Flores — CLEARVIEW INVESTMENT PARTNERS, LLCRobert James Roche — 20/20 CAPITAL MANAGEMENT, INCRay Matthew Lombardo — CLEARVIEW INVESTMENT PARTNERS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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