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JE

James M. Erskine

CORINGTON WEALTH
HUNTINGTON BEACH, CA
Some features on this profile are disabled
CRD#: 6744876
JE

Professional summary

James Michael Erskine is a registered financial advisor currently at CORINGTON WEALTH located in Huntington Beach, California.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. James has worked at 3 firms .

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 Michael Erskine'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®
None

Experience

Current

April 24, 2026 - Present

CORINGTON WEALTH

RIA
CRD#: 340040
HUNTINGTON BEACH, CA
Past

March 7, 2024 - April 23, 2026

CERITY PARTNERS LLC

RIA
CRD#: 151559
PASADENA, CA
Past

January 23, 2023 - September 14, 2023

GAMBLE JONES INVESTMENT COUNSEL

RIA
CRD#: 107158
PASADENA, CA

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
California
(4/24/2026)

Exams

Current Firm

CW
CORINGTON WEALTH
CORINGTON WEALTH | CORINGTON WEALTH LLC

CRD#: 340040 / SEC#:

California
Registered Investment Advisory firm - (4/24/2026 Approved)
PREMIUM
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Contact information

Main Address
Huntington Beach, CA
Mailing Address
Phone number
(619) 805-5325
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

CORINGTON WEALTH

CRD#: 340040Huntington Beach, CA

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