James P. Mehrman
Professional summary
James Phillip Mehrman, who also goes by James Mehrman, is a registered financial advisor currently at VALOR WEALTH MANAGEMENT LLC located in Fridley, Minnesota.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. James has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view James Phillip Mehrman's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 9, 2017 - Present
VALOR WEALTH MANAGEMENT LLC
September 17, 2015 - November 7, 2016
THE INVESTMENT COUNSEL LLC
March 12, 2015 - May 1, 2015
SIMPLICITY SOLUTIONS, LLC
December 19, 2012 - March 20, 2015
SAWTOOTH ASSET MANAGEMENT, INC.
February 16, 2011 - December 20, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 17, 2011 - December 20, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 27, 2009 - November 15, 2010
MML INVESTORS SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/9/2017)
(6/22/2017)
Exams
Current Firm
VALOR WEALTH MANAGEMENT LLC
CRD#: 285936 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 39 |
| AUM (Assets Under Management) | $ 11,353,816 |
Red Flags
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