Houston James Friend
Investment adviser representative at Redeem Wealth Management
10 yearsExperience
2 statesRegistered in
$118.6MFirm assets
Under 1 yearFirm 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 assetsHourlySubscriptionFixed 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
10 years in the industry.
- Redeem Wealth ManagementJul 2021 to now
- Personal Capital Advisors CorprationSep 2020 to Jul 2021
- Financial Engines Advisors L.L.C.Sep 2018 to Sep 2020
- Fidelity InvestmentsMar 2016 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Redeem Wealth Management
Legal name: Redeem Financial Group LLC
$118.6MAssets managed
228Clients
3Advisers
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
- 6560237
- Firm CRD
- 313761