JA
James Aljian
from Aljian Capital Management
James Aljian is a financial advisor based in California, Santa Rosa,
with 37 years of experience. James currently works for
Aljian Capital Management.
James maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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James Aljian works at Aljian Capital Management
Aljian Capital Management is a financial advisory firm based in Santa Rosa, California. It currently has approximately $326,837,971 of assets under management and employs about 3 people. Aljian Capital Management uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
15 years
Fee structure
and a percentage of assets under your management
Office location
600 E William Street, Ste. 208, Santa Rosa, California, 89701
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