James M. Erskine

CORINGTON WEALTH

HUNTINGTON BEACH, CA

CRD#: 6744876

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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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

CORINGTON WEALTH

CORINGTON WEALTH | CORINGTON WEALTH LLC

CRD#: 340040 / SEC#:

California

Registered Investment Advisory firm - (4/24/2026 Approved)

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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

Documents

Latest Form ADV

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.

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James M. Erskine

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Michael Erskine's CRS (Customer Relationship Summary).

Certified licenses

Experience

CORINGTON WEALTH

CERITY PARTNERS LLC

GAMBLE JONES INVESTMENT COUNSEL

State Registrations and Notice Filings

Exams

Current Firm

CORINGTON WEALTH

Contact information

Documents

Red Flags

Company Information

CORINGTON WEALTH

TRUST BUT VERIFY

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