AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JD

James N. Darwin

Some features on this profile are disabled
CRD#: 1779045
JD

Professional summary


James Newton Darwin II was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

James is a previously registered financial professional and started their career in finance in 1988. Prior to being barred, James had worked at 9 firms, which includes PROFUTURES FINANCIAL GROUP INC., VOYA FINANCIAL ADVISORS INC., TRANSAMERICA FINANCIAL ADVISORS LLC, ARAGON FINANCIAL SERVICES INC., NEW ENGLAND SECURITIES, LEHMAN BROTHERS INC., PRUDENTIAL EQUITY GROUP LLC, THE STUART-JAMES COMPANY INCORPORATED, FIDELITY BROKERAGE SERVICES LLC.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


James N Darwin Ii | Jim Darwin Ii | Jim Darwin

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 9, 1998 - October 13, 1999

PROFUTURES FINANCIAL GROUP, INC.

BD
CRD#: 24328
AUSTIN, TX
Past

January 13, 1997 - July 16, 1998

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
WINDSOR, CT
Past

January 25, 1996 - December 4, 1996

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
PHILADELPHIA, PA
Past

June 30, 1994 - December 15, 1995

ARAGON FINANCIAL SERVICES, INC.

BD
CRD#: 16023
IRVINE, CA
Past

February 25, 1992 - July 14, 1992

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

April 20, 1989 - July 18, 1991

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

July 18, 1988 - February 21, 1989

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

June 2, 1988 - July 9, 1988

THE STUART-JAMES COMPANY, INCORPORATED

BD
CRD#: 11691
Past

February 4, 1988 - March 2, 1988

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 12/29/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


PF
PROFUTURES FINANCIAL GROUP, INC.
PROFUTURES FINANCIAL GROUP, INC.

CRD#: 24328 / SEC#: , 8-41101

BD
Terminated by SEC on 02/02/2013
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 03/17/1989
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
HALBERT, GARY DONPRESIDENT AND C.E.O.1129296
HALBERT, DEBI BENSONSECRETARY/TREASURER1656634
MEYER, JON PATRICKCHIEF COMPLIANCE OFFICER AND DIRECTOR OF OPERATIONS2959362
POSEY, JOHN MICHAELDIRECTOR OF MARKETING2877209

Disclosures


Regulatory Event1

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.

Company Information


PROFUTURES FINANCIAL GROUP, INC.

CRD#: 24328

TRUST BUT VERIFY

Monitor James Darwin

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics