James P Franklin
Investment adviser representative at Asset One Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$982.5MFirm assets
Are you James P Franklin? Claim your profile
Contact this firm
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
Experience
10 years in the industry.
- Asset One Wealth Management, LLCSep 2025 to now
- LPL Financial LLCDec 2021 to Sep 2025
- UnemployedApr 2021 to Dec 2021
- E*trade Securities LLCSep 2020 to Apr 2021
- Crabb Financial, LLCMay 2019 to Sep 2020
- Ruby River SteakhouseOct 2017 to Nov 2017
- Intuiplan, LLCJul 2017 to Aug 2017
- Vlfpk LLCJun 2017 to Oct 2017
- The Color RunOct 2016 to May 2018
- Utah Valley UniversityAug 2016 to Dec 2020
- Filevine LLCJun 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (UT).
Asset One Wealth Management, LLC
$982.5MAssets managed
1,173Clients
18Advisers
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
- 7327654
- Firm CRD
- 336350