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JN

James C. Nickens

M. S. HOWELLS & CO.
Scottsdale, AZ 85255
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CRD#: 2293529
JN

Professional summary


James Cassell Nickens JR, who also goes by James C Jr Nickens, James Cassell Nickens, Jim Nickens, is a registered financial professional currently at M. S. HOWELLS & CO. located in Scottsdale, Arizona.

James is registered as a RR (Registered Representative) and started their career in finance in 1992. James has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 51 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


James C Jr Nickens | James Cassell Nickens | Jim Nickens

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) - BD


Click below to view James Cassell Nickens JR'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

November 11, 2021 - Present

M. S. HOWELLS & CO.

Office #1: 23350 N. Pima Rd., Scottsdale, AZ 85255
BD
CRD#: 104100
Scottsdale, AZ
Past

May 12, 2020 - September 16, 2021

ICAPITAL MARKETS LLC

BD
CRD#: 118219
NEW YORK, NY
Past

December 21, 2017 - November 11, 2021

NAVIAN CAPITAL SECURITIES LLC

BD
CRD#: 145037
Indianapolis, IN
Past

July 1, 2014 - December 31, 2017

THE LEADERS GROUP, INC.

BD
CRD#: 37157
SUMMIT, NJ
Past

August 10, 2012 - July 30, 2014

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
INDIANAPOLIS, IN
Past

February 3, 2006 - December 31, 2008

KEY INVESTMENT SERVICES LLC

RIA
CRD#: 136300
ALBANY, NY
Past

February 3, 2006 - September 28, 2011

KEY INVESTMENT SERVICES LLC

BD
CRD#: 136300
ALBANY, NY
Past

November 20, 2003 - December 31, 2005

NATCITY INVESTMENTS, INC.

BD
CRD#: 17490
INDIANAPOLIS, IN
Past

July 24, 1998 - September 17, 2003

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628
CINCINNATI, OH
Past

July 3, 1997 - July 31, 1998

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 3155
CINCINNATI, OH
Past

November 2, 1993 - May 28, 1997

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

November 24, 1992 - February 25, 1993

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

November 24, 1992 - February 25, 1993

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA

State Registrations and Notice Filings


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

RR
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

RR
Colorado
(11/11/2021)
RR
Illinois
(1/6/2022)
RR
Indiana
(11/11/2021)
RR
Michigan
(1/6/2022)
RR
New Mexico
(11/14/2024)
RR
New York
(11/11/2021)
RR
Ohio
(11/11/2021)
RR
Oregon
(1/3/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/23/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


MS
M. S. HOWELLS & CO.
M. S. HOWELLS & CO.

CRD#: 104100 / SEC#: , 8-52558

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information


Main Address
23350 N. Pima Rd., Scottsdale, AZ 85255
Mailing Address
23350 N. Pima Rd., Scottsdale, AZ 85255
Phone number
(480) 563-2000
Established
Delaware since 04/11/2000
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
MARK HOWELLS TRUST, DATED 6/25/1997, MARK HOWELLS TRUSTEEOWNER
SANTAMARIA, KATRINA PATRICIACHIEF EXECUTIVE OFFICER3248779
CRITES, MARCY ANNFINANCIAL AND OPERATIONS PRINCIPAL (FINOP)6346298
HOWELLS, MARK STEPHENTRUSTEE FOR MARK HOWELLS TRUST DATED 6/25/1997726921
HOWELLS, MARK STEPHENEXECUTIVE CHAIRMAN/DIRECTOR726921
JORDAN, CHRISTOPHER SHANECHIEF COMPLIANCE OFFICER2843281
KREIZENBECK, TARA LYNNCHIEF OPERATING OFFICER7141895

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


M. S. HOWELLS & CO.

CRD#: 104100Scottsdale, AZ 85255

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