James Paul Cunningham
Investment adviser representative at Cetera Investment Advisers LLC
19 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
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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
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Cetera Investment Advisers LLCJul 2025 to now
- Cetera Wealth Services LLCJul 2025 to now
- Maj LLPJul 2025 to now
- Point Wealth AdvisorsJul 2025 to now
- Jarej Financial CorporationMay 2008 to now
- Skyline Wealth Management AdvisorsNov 2020 to Jul 2025
- Commonwealth Financial NetworkNov 2007 to Jul 2025
- Whitesell Financial GroupNov 2007 to Oct 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (SD, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 3038854
- Firm CRD
- 105644