James E Diacon
Investment adviser representative at Council Oak Wealth Advisors
17 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$529.4MFirm assets
Are you James E Diacon? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Council Oak Wealth AdvisorsJun 2018 to now
- Cowa, LLC d/b/a Council Oak Wealth AdvisorsJun 2018 to now
- UBS Financial Services IncJan 2009 to Jun 2018
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
Council Oak Wealth Advisors
Legal name: Cowa, LLC
$529.4MAssets managed
378Clients
5Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1653168
- Firm CRD
- 297180