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JE

James Willard Eiler

CRD# 4983571·Registered 2006 - 2021
Previously Registered: Being a previously registered professional could mean that James is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

James Willard Eiler, who also goes by Jim Eiler, was a registered financial advisor. James was a previously registered financial professional and started their career in finance 2006 - 2021. James had worked at 4 firms and has passed the Series 63, Series 82TO, Series 99TO, SIE, Series 7 and Series 24 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jim Eiler

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

20 years in the financial services industry

Current & Past Employments

STILLPOINT CAPITAL, LLC·CRD# 133146
BD
Tampa, FL
January 14, 2016 - November 1, 2021
LWBJ INVESTMENT SERVICES, LLC·CRD# 150606
BD
West Des Moines, IA
May 27, 2010 - December 18, 2015
FIRST NATIONAL CAPITAL MARKETS·CRD# 115920
BD
Des Moines, IA
June 4, 2007 - November 15, 2007
CYBUS CAPITAL MARKETS, LLC·CRD# 38885
BD
Des Monies, IA
July 31, 2006 - June 4, 2007

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Current Firm

SC
STILLPOINT CAPITAL, LLC

FIRST LEGACY GLOBAL MARKETS, LLC | STOCK SALE COMPLIANCE LLC | STILLPOINT CAPITAL, LLC | STILLPOINT CAPITAL PARTNERS | STILLPOINT CAPITAL MARKETS | STILLPOINT CAPITAL AFFILIATES

CRD#: 133146 / SEC#: 8-66688
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

4830 West Kennedy Blvd Suite 600, Tampa, FL 33609

Mailing Address

4830 West Kennedy Blvd Suite 600, Tampa, FL 33609

Phone Number

(813) 891-9100

Established

Florida since 04/19/2004

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
AMY C. CROSS, P.A.OWNER—
BOLTON, RYAN LEEPRESIDENT & CCO6872016
CAMPBELL, ROBERT NMNFINOP, PFO & POO1349154
FOLEY, AMY CCEO, DESIGNATED PRINCIPAL, EXECUTIVE REP.4485658

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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

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 2006About the Series 63 exam

Series 82TO — Limited Representative-Private Securities Offerings

Passed Jan 2023About the Series 82TO exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 2006About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Jan 2023About the Series 24 exam

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CRS (Client Relationship Summary)

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

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