JM
James M. Mars
BALEFIRE
DALLAS, TX 75254
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CRD#: 1492554
JM
Professional summary
James Marshall Mars, CFP®, who also goes by Jim Mars, is a registered financial advisor currently at BALEFIRE, LLC located in Dallas, Texas.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. James has worked at 6 firms and has passed the Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jim Mars
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Fuse Partners, LLC DBA VisonPoint Advisory Group. Investment related. At registered location. Nature - RIA. Position - CEO. Start - 10/2013. 160 hours per month, all during trading hours. Duties - CEO. 2) JAMES MARSHALL LLC. Not Investment related. Located at 4801 Alan Dale Ln., Dallas TX . Nature - LLC for personal expenses. Position - Owner. 5 hours per month, not during trading hours. Duties - This is an entity that owns my interest in VisionPoint and is a simple pass through for business related expenses personally incurred outside of VisionPoint. 3) FIXED INSURANCE. Investment related. At registered location. Nature - Fixed/ Traditional Insurance. Position - Agent. Start - 08/1987. 10 hours per month, all during trading hours. Duties - Sales of Fixed/ Traditional insurance products. 4) Lion Street Insurance. Investment related- VP Office. Nature- non-variable, fixed/traditional insurance. Position- Agent-Start 01/2019- 10 hours per month all during trading hours. Duties- sale of non-variable, fixed/traditional insurance products.
CRS (Client Relationship Summary) - RIA
Click below to view James Marshall Mars's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1993
Experience
Current
January 10, 2024 - Present
BALEFIRE, LLC
Office #1: 14221 Dallas Parkway Suite 100, Dallas, TX 75254RIA
CRD#: 168733
DALLAS, TX
Past
June 10, 2022 - June 30, 2025
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
ALBANY, NY
Past
October 2, 2013 - June 22, 2022
LPL FINANCIAL LLC
RIA
CRD#: 6413
DALLAS, TX
Past
October 1, 2013 - June 22, 2022
LPL FINANCIAL LLC
BD
CRD#: 6413
DALLAS, TX
Past
September 30, 2013 - December 31, 2023
BALEFIRE, LLC
RIA
CRD#: 168733
DALLAS, TX
Past
September 23, 2002 - October 2, 2013
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
WEST DES MOINES, IA
Past
January 18, 1999 - July 11, 2008
CAULDWELL FINANCIAL GROUP INC
RIA
CRD#: 106871
WEST DES MOINES, IA
Past
August 28, 1987 - October 2, 2013
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
WEST DES MOINES, IA
Past
May 27, 1986 - September 8, 1987
VSR FINANCIAL SERVICES, INC.
BD
CRD#: 14503
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BL
BALEFIRE, LLC
401K FOR ME | WEALTHBRIDGE | VPAG LLC | VISIONPOINT GROUP, LLC | VISIONPOINT ADVISORY GROUP, LLC | VISIONPOINT ADVISORY GROUP | VISIONPOINT 3D SOLUTIONS | VISIONPOINT | UNITED WEALTH MANAGEMENT | TEXAS PRIVATE WEALTH | STAHR, MATTHEW G | ROCKWAY WEALTH PARTNERS | NAVITAS WEALTH ADVISORS | MAKE WAY WEALTH MANAGEMENT | FUSE PARTNERS, LLC | FUSE PARTNERS GROUP LLC | FUSE PARTNERS | FIVE TALENTS FINANCIAL MANAGEMENT GROUP | FIVE TALENTS ADVISORY | DELSA WEALTH MANAGEMENT | CASTLE FINANCIAL | BALEFIRE, LLC | BALEFIRE
CRD#: 168733 / SEC#: 801-78506
RIA
Registered Investment Advisory firm - (1/8/2014 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(1/10/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
BL
BALEFIRE, LLC
401K FOR ME | WEALTHBRIDGE | VPAG LLC | VISIONPOINT GROUP, LLC | VISIONPOINT ADVISORY GROUP, LLC | VISIONPOINT ADVISORY GROUP | VISIONPOINT 3D SOLUTIONS | VISIONPOINT | UNITED WEALTH MANAGEMENT | TEXAS PRIVATE WEALTH | STAHR, MATTHEW G | ROCKWAY WEALTH PARTNERS | NAVITAS WEALTH ADVISORS | MAKE WAY WEALTH MANAGEMENT | FUSE PARTNERS, LLC | FUSE PARTNERS GROUP LLC | FUSE PARTNERS | FIVE TALENTS FINANCIAL MANAGEMENT GROUP | FIVE TALENTS ADVISORY | DELSA WEALTH MANAGEMENT | CASTLE FINANCIAL | BALEFIRE, LLC | BALEFIRE
CRD#: 168733 / SEC#: 801-78506
RIA
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Contact information
Main Address
14221 Dallas Parkway Suite 100, Dallas, TX 75254
Mailing Address
Phone number
(972) 361-1001
Established
Firm type
Fiscal year end
# of Employees
36
SEC notice filing (25 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,527 |
| AUM (Assets Under Management) | $ 1,236,940,085 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BALEFIRE, LLC
CRD#: 168733Dallas, TX 75254TRUST BUT VERIFY
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