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James David Waldinger

ALTEGRIS ADVISORS, LLC·LA JOLLA, California
SIE, Series 3, Series 7, Series 7TO, Series 24Clean recordALTEGRIS ADVISORS, LLC
1200 PROSPECT STREET, LA JOLLA, CA 92037CRD# 6222958Firm CRD# 154003

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James David Waldinger · LA JOLLA, CA
Registration
CRD #6222958 · ALTEGRIS ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 7TO
Series 24
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ALTEGRIS ADVISORS, LLC
CRD 154003 · SEC 801-71496
AUM
$234M
Regulatory assets under management
Employees
3
3 client accounts
Services offered by ALTEGRIS ADVISORS, LLC
Per Form ADV
Portfolio management (pooled investments)
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at ALTEGRIS ADVISORS, LLC →
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Frequently Asked Questions

What services does James David Waldinger offer?
James David Waldinger specializes in Investment Management, Fee-Only Advisory. Contact their office in LA JOLLA, California for a consultation.
What are James David Waldinger's credentials?
James David Waldinger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James David Waldinger located?
James David Waldinger is based in LA JOLLA, California, working with ALTEGRIS ADVISORS, LLC. Their office serves clients in the LA JOLLA metropolitan area and surrounding communities.
How does James David Waldinger charge for services?
James David Waldinger's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALTEGRIS ADVISORS, LLC?
ALTEGRIS ADVISORS, LLC has approximately 3 employees and manages $234M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ALTEGRIS ADVISORS, LLC

Jack Leon Rivkin
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Elizabeth Johanna Strong
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Antolin Garza
LA JOLLA, CA
Kenneth Ives Mcguire
LA JOLLA, CA
Martin Eric Beaulieu
LA JOLLA, CA
Matthew Charles Osborne
SAN JUAN CAPISTRANO, CA

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Research
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