Ian E James
Investment adviser representative at Global Assets Advisory, LLC
18 yearsExperience
2 statesRegistered in
$551.7MFirm assets
7 yearsFirm in business
Are you Ian E James? 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
18 years in the industry.
- Global Assets Advisory, LLCMay 2020 to now
- International Assets Advisory, LLCMay 2020 to now
- Capital Financial GroupJan 2007 to now
- International Assets Investment Management, LLCAug 2023 to Dec 2025
- Global Planning Stewards, LLCMay 2020 to May 2020
- Investacorp Advisory ServicesJul 2014 to May 2020
- Investacorp IncJul 2014 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Global Assets Advisory, LLC
$551.7MAssets managed
2,588Clients
30Advisers
7 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
- 2602300
- Firm CRD
- 300460