James E. Wilcox
Professional summary
James Edwin Wilcox, who also goes by Ed Wilcox, is a registered financial advisor currently at BLUEPRINT INVESTMENTS AND TAX PLANNING located in Hanford, California.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. James has worked at 15 firms and has passed the SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view James Edwin Wilcox's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 10, 2019 - Present
BLUEPRINT INVESTMENTS AND TAX PLANNING
July 13, 2010 - March 16, 2015
SCF SECURITIES, INC.
June 3, 2009 - July 21, 2010
QUESTAR CAPITAL CORPORATION
November 22, 2005 - March 26, 2009
SCF SECURITIES, INC.
January 3, 2005 - March 26, 2009
SCF SECURITIES, INC.
October 31, 2003 - December 31, 2004
THE STRATEGIC FINANCIAL ALLIANCE, INC.
October 31, 2003 - December 31, 2004
THE STRATEGIC FINANCIAL ALLIANCE, INC.
October 10, 2002 - November 18, 2003
IFG NETWORK SECURITIES, INC.
October 9, 2002 - November 18, 2003
IFG ADVISORY SERVICES INC
April 10, 1995 - October 8, 2002
AVANTAX INVESTMENT SERVICES, INC.
March 13, 1995 - April 25, 1995
OSAIC WEALTH, INC.
July 22, 1993 - November 7, 2002
AVANTAX ADVISORY SERVICES
August 14, 1991 - March 23, 1995
AVANTAX INVESTMENT SERVICES, INC.
February 2, 1990 - August 13, 1991
INVESTACORP, INC.
June 7, 1989 - February 13, 1990
AVANTAX INVESTMENT SERVICES, INC.
September 2, 1988 - June 21, 1989
INVESTACORP, INC.
March 25, 1988 - September 14, 1988
FSC SECURITIES CORPORATION
August 10, 1987 - April 14, 1988
LINCOLN NATIONAL PENSION INSURANCE COMPANY
August 10, 1987 - April 19, 1988
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
August 10, 1987 - April 19, 1988
OSAIC FA, INC.
June 22, 1983 - June 12, 1987
AMERICAN PACIFIC SECURITIES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/10/2019)
Exams
Current Firm
BLUEPRINT INVESTMENTS AND TAX PLANNING
CRD#: 291591 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 208 |
| AUM (Assets Under Management) | $ 24,126,813 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
