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JC

James A. Churchill

CONSORTIUM PRIVATE WEALTH LLC
SLIDELL, LA 70461
Some features on this profile are disabled
CRD#: 5141016
JC

Professional summary

James Allen Churchill JR. is a registered financial advisor currently at CONSORTIUM PRIVATE WEALTH LLC located in Slidell, Louisiana.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. James has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Allen Churchill 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

May 29, 2025 - Present

CONSORTIUM PRIVATE WEALTH LLC

Office #1: 1000 Caruso Blvd Ste 425, Slidell, LA 70461
RIA
CRD#: 325038
SLIDELL, LA
Past

March 13, 2013 - August 22, 2016

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
MANDEVILLE, LA
Past

February 26, 2013 - August 22, 2016

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
MANDEVILLE, LA
Past

February 13, 2013 - March 8, 2013

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
MANDEVILLE, LA
Past

February 13, 2013 - March 8, 2013

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
MANDEVILLE, LA
Past

May 19, 2011 - February 13, 2013

MORGAN KEEGAN & COMPANY, LLC

RIA
CRD#: 4161
MANDEVILLE, LA
Past

May 19, 2011 - February 13, 2013

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
MANDEVILLE, LA
Past

October 19, 2009 - May 3, 2011

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
METAIRIE, LA
Past

October 6, 2009 - May 3, 2011

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
METAIRIE, LA
Past

March 25, 2009 - September 14, 2009

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
MANDEVILLE, LA
Past

January 1, 2008 - September 14, 2009

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
MANDEVILLE, LA
Past

July 12, 2006 - January 3, 2008

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
MANDEVILLE, LA

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.

Highlighted states indicate IAR registrations

IAR
Louisiana
(5/29/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/21/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/22/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/10/2006
General Securities Representative Examination

Current Firm

CP
CONSORTIUM PRIVATE WEALTH LLC
CONSORTIUM PRIVATE WEALTH LLC

CRD#: 325038 / SEC#: 801-127380

RIA
Registered Investment Advisory firm - (12/20/2023 Terminated)
Louisiana
Registered Investment Advisory firm - (12/19/2023 Approved)
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Contact information

Main Address
1000 Caruso Blvd Ste 425, Slidell, LA 70461
Mailing Address
Phone number
(800) 980-5601
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management

Total Number of Accounts12
AUM (Assets Under Management)$ 650,355

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

CONSORTIUM PRIVATE WEALTH LLC

CRD#: 325038Slidell, LA 70461

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