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James Shawn Coleman

GRIFFITHS, DREHER & EVANS, P.S., CPAS·SPOKANE, Washington
Clean record18 years registeredGRIFFITHS, DREHER & EVANS, P.S., CPAS
408 N MULLAN RD, SPOKANE, WA 99206CRD# 5429369Firm CRD# 142448

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Shawn Coleman · SPOKANE, WA
Registration
CRD #5429369 · GRIFFITHS, DREHER & EVANS, P.S., CPAS · 18 years registered
Brand Profile
Not yet started
01

Career History

GRIFFITHS, DREHER & EVANS, P.S., CPAS
Oct 2007 – present
02

Registrations & Exams

Registration record
First registered · October 8, 2007
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GRIFFITHS, DREHER & EVANS, P.S., CPAS
CRD 142448 · SEC 801-121376
AUM
$192M
Regulatory assets under management
Employees
23
1,311 client accounts
Services offered by GRIFFITHS, DREHER & EVANS, P.S., CPAS
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
View all advisors at GRIFFITHS, DREHER & EVANS, P.S., CPAS →
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05

Frequently Asked Questions

What services does James Shawn Coleman offer?
James Shawn Coleman specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SPOKANE, Washington for a consultation.
What are James Shawn Coleman's credentials?
James Shawn Coleman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Shawn Coleman located?
James Shawn Coleman is based in SPOKANE, Washington, working with GRIFFITHS, DREHER & EVANS, P.S., CPAS. Their office serves clients in the SPOKANE metropolitan area and surrounding communities.
How does James Shawn Coleman charge for services?
James Shawn Coleman'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 GRIFFITHS, DREHER & EVANS, P.S., CPAS?
GRIFFITHS, DREHER & EVANS, P.S., CPAS has approximately 23 employees and manages $192M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GRIFFITHS, DREHER & EVANS, P.S., CPAS

Alec Taylor Griffiths
SPOKANE, WA
Brett Gregory Smith
SPOKANE, WA
Deanna Marie Dreher
SPOKANE, WA
Thomas Michael Griffiths
SPOKANE, WA

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