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James R. Still

JASI FINANCIAL
Grapevine, TX 76051
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CRD#: 6139811
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Professional summary


James Randall Still, CFP®, who also goes by Randy Still, is a registered financial advisor currently at JASI FINANCIAL, INC. located in Grapevine, Texas.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. James has worked at 2 firms .

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Randy Still

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.
CONSULTANT WITH ANDREA M STILL, CPA A NOT INVESTMENT RELATED CPA FIRM 85% OF TIME.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view James Randall Still's 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®
CFP®

Start date: 2012

Experience


Current

September 16, 2015 - Present

JASI FINANCIAL, INC.

Office #1: 4851 Merlot Ave Ste 540, Grapevine, TX 76051
RIA
CRD#: 255790
Grapevine, TX
Past

November 20, 2012 - December 31, 2015

WEALTH MANAGEMENT

RIA
CRD#: 137080
NORFOLK, NE

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
Texas
(9/16/2015)

Exams


Current Firm


JF
JASI FINANCIAL, INC.
JASI FINANCIAL, INC.

CRD#: 255790 / SEC#:

Texas
Registered Investment Advisory firm - (9/16/2015 Approved)
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Contact information


Main Address
4851 Merlot Ave Ste 540, Grapevine, TX 76051
Mailing Address
Phone number
(817) 405-4109
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts42
AUM (Assets Under Management)$ 4,678,321

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


JASI FINANCIAL, INC.

CRD#: 255790Grapevine, TX 76051

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