James Coon
Investment adviser representative at Ensign Advisory Partners LLC
11 yearsExperience
1 stateRegistered in
$101MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Ensign Advisory Partners LLCMar 2024 to now
- Securities America, Inc.Jul 2023 to now
- Pfg Advisors, LLCJul 2023 to Mar 2024
- Regents Partners, LLCOct 2022 to Apr 2023
- Foresight Wealth ManagementJun 2020 to Oct 2022
- Regents Park AdvisorsJan 2020 to Apr 2023
- Statewide AsphaltFeb 2018 to Dec 2019
- Full Time StudentSep 2017 to Feb 2018
- Church of Jesus Christ of Latter-day SaintsAug 2015 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Ensign Advisory Partners LLC
$101MAssets managed
304Clients
4Advisers
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
- 7267498
- Firm CRD
- 325650