James W Anadon
Investment adviser representative at Simplyria Advisor Network
12 yearsExperience
1 stateRegistered in
$214.9MFirm assets
9 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
12 years in the industry.
- Simplyria Advisor NetworkJun 2022 to now
- Caitlin John, LLC.Jun 2022 to now
- Pillar6 Advisors, LLCSep 2017 to Jun 2022
- Pacific Equity PartnersSep 2014 to Aug 2017
- World Equity GroupSep 2014 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (CA).
Simplyria Advisor Network
Legal name: Caitlin John, LLC
$214.9MAssets managed
602Clients
21Advisers
9 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
- 6332486
- Firm CRD
- 154494