James N. Navarra
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
James Nelson Navarra, who also goes by Jim Navarra, was a registered financial professional .
James is a previously registered financial professional and started their career in finance in 1984. James had worked at 8 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 7, 2014 - June 28, 2016
OPTIMUS WEALTH MANAGEMENT GROUP, INC.
January 5, 2012 - July 19, 2013
CAMBRIDGE INVESTMENT RESEARCH, INC.
January 3, 2011 - December 31, 2011
RESOURCE HORIZONS GROUP LLC
June 10, 2002 - December 31, 2010
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
December 2, 1996 - May 17, 2002
CARILLON INVESTMENTS, INC.
May 29, 1992 - December 16, 1996
EQUITY SERVICES, INC.
June 13, 1984 - May 21, 1992
MML INVESTORS SERVICES, LLC
May 2, 1984 - January 2, 1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
State Registrations and Notice Filings
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Exams
Current Firm
OPTIMUS WEALTH MANAGEMENT GROUP, INC.
CRD#: 149256 / SEC#:
Contact information
Red Flags
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