James Daniel Weidner
Professional Summary
James Daniel Weidner, who also goes by James D. Weidner, James Weidner, is a registered financial advisor currently at METRIC POINT CAPITAL, LLC located in San Clemente, California. James is registered as a RR (Registered Representative) and started their career in finance in 2004. James has worked at 2 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 27 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
James D. Weidner, James Weidner
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
22 years in the financial services industry
Current & Past Employments
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Current Firm
METRIC POINT CAPITAL, LLC
Contact Information
Main Address
201 W 5th Street Unit 1100, Austin, TX 78701Mailing Address
201 W 5th Street Unit 1100, Austin, TX 78701Phone Number
(312) 307-1622Established
Delaware since 09/13/2016Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (27 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(11/9/2017)
(7/21/2017)
(2/8/2018)
(9/28/2017)
(1/30/2018)
(10/23/2017)
(2/16/2018)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view James Daniel Weidner's CRS (Customer Relationship Summary).
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