James William Collins
Investment adviser representative at Missionsquare Wealth Management
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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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.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- Missionsquare Wealth ManagementMar 2026 to now
- Icma Retirement CorporationMay 2006 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2000
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 1 state (CA).
Missionsquare Wealth Management
Legal name: Icma-rc Services, LLC
$0Assets managed
0Clients
24Advisers
Under 1 yearIn 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
- 4397171
- Firm CRD
- 23189