James A. Coshun

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

Mesa, AZ 85212

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CRD#: 2054754

Professional summary

James Andrew Coshun is a registered financial advisor currently at LASALLE ST. INVESTMENT ADVISORS, L.L.C. located in Mesa, Arizona and LASALLE ST SECURITIES, L.L.C. located in Mesa, Arizona.

James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. James has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

FIXED ANNUITIES, LIFE INSURANCE & LONG TERM CARE INSURANCE; FIXED INSURANCE; ECA MARKETING GROUP- FIXED ANNUITY AND LIFE INSURANCE DIRECT BUSINESS;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Andrew Coshun's CRS (Customer Relationship Summary).

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®

None

Experience

Current

January 27, 2017 - Present

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

Office #1: 10714 E. Tillman Ave., Mesa, AZ 85212

RIA

CRD#: 109701

Mesa, AZ

Current

January 9, 2001 - Present

LASALLE ST SECURITIES, L.L.C.

Office #1: 10714 E. Tillman Ave., Mesa, AZ 85212

CRD#: 7191

Mesa, AZ

Past

November 26, 2010 - December 31, 2011

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

RIA

CRD#: 109701

MCHENRY, IL

Past

July 7, 2004 - December 31, 2008

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

RIA

CRD#: 109701

MCHENRY, IL

Past

February 5, 1998 - January 10, 2001

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

July 8, 1994 - February 9, 1998

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

Past

July 26, 1993 - July 5, 1994

MARKETING ONE SECURITIES, INC.

CRD#: 16611

PORTLAND, OR

Past

January 2, 1991 - August 5, 1993

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

WAVERLY, IA

Past

June 14, 1990 - December 31, 1990

CENTURY INVESTORS OF AMERICA, INC.

CRD#: 5322

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".

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

CRD#: 109701 / SEC#: 801-33422

RIA

Registered Investment Advisory firm - (2/10/1989 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(1/13/2005)

Colorado
(1/13/2005)

Florida
(1/9/2001)

IAR

Florida
(3/20/2017)

Illinois
(1/9/2001)

IAR

Illinois
(1/27/2017)

Indiana
(1/9/2001)

IAR

Indiana
(8/19/2019)

Minnesota
(1/9/2001)

New York
(10/31/2007)

Texas
(7/30/2003)

Utah
(4/14/2009)

Washington
(1/13/2005)

Wisconsin
(1/9/2001)

IAR

Wisconsin
(10/13/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/27/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/13/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/15/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/13/1990

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/7/2002

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

CRD#: 109701 / SEC#: 801-33422

RIA

Registered Investment Advisory firm - (2/10/1989 Approved)

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Contact information

Main Address

940 N. Industrial Dr., Elmhurst, IL 60126-1131

Mailing Address

Phone number

(630) 600-0500

Established

Firm type

Fiscal year end

# of Employees

144

SEC notice filing (46 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LSIA ADV PART 2A 01-02-18 (12/3/2025)

Regulatory assets under management

Total Number of Accounts	11,941
AUM (Assets Under Management)	$ 4,346,509,887

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

James A. Coshun

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Andrew Coshun's CRS (Customer Relationship Summary).

Certified licenses

Experience

LASALLE ST SECURITIES, L.L.C.

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

LPL FINANCIAL LLC

CETERA WEALTH SERVICES, LLC

MARKETING ONE SECURITIES, INC.

CUNA BROKERAGE SERVICES, INC.

CENTURY INVESTORS OF AMERICA, INC.

Primary Firm SEC Registration

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/27/2017

Series 63

Date: 6/13/1990

SIE

Date: 10/1/2018

Series 7

Date: 5/15/2000

Series 6

Date: 6/13/1990

Series 24

Date: 1/7/2002

FINRA

Current Firm

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

Contact information

SEC notice filing (46 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

TRUST BUT VERIFY

Contact information

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