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EJ

Emily C James

VALMARK ADVISERS

Bend, OR

·CRD# 6952810·5 years experience

Professional Summary

Emily C James, who also goes by Emma C James, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Bend, Oregon and VALMARK SECURITIES, INC. located in Bend, Oregon. Emily is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Emily has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Emma C James

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

5 years in the financial services industry

Current & Past Employments

VALMARK ADVISERS, INC.·CRD# 108050

RIA

550 Nw Franklin Ave. Suite 368, Bend, OR 97703

March 12, 2026 - Present

VALMARK SECURITIES, INC.·CRD# 31243

BD

550 Nw Franklin Ave. Suite 368, Bend, OR 97703

March 4, 2021 - Present

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Current Firm

VA

VALMARK ADVISERS, INC.

VALMARK ADVISERS INC | VALMARK ADVISERS, INC.

CRD#: 108050 / SEC#: 801-55564

RIA

Registered Investment Advisory firm - SEC (5/29/1998 Approved)

Wyoming

Registered Investment Advisory firm - Wyoming (8/11/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

130 Springside Drive Suite 300, Akron, OH 44333

Phone Number

(800) 765-5201

# of Employees

280

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VALMARK ADVISERS WEALTH MANAGEMENT SOLUTIONS ADV PART 2A APPENDIX 1-WRAP FEE PROGRAM BROCHURE (6/1/2026)

VALMARK ADVISERS, INC SEC FORM 2A FIRM BROCHURE (6/1/2026)

Regulatory Assets Under Management

Total Number of Accounts

20,881

AUM (Assets Under Management)

$10,166,311,019

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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.

1) Exemplar Wealth Advisors; Bend, OR; Financial Advisor; Start Date 05/2018; Investment rRlated; 40+ hours/ month; salary./// 2) Central Oregon Community College - Small Business Development Center; 2600 NW College Way, Bend OR 97703; Advisory Board Member; To advise, counsel and confer on the development of the annual and long-range plans and objectives, assist in the communication between the COCC-SBDC, small businesses, and small business-related organizations, provide advice and recommendations for effective and efficient counseling, training and resource referral programs; NOT Investment Related; Start Date 10/30/2025, Approximately 1-5 hrs. per month; No compensation - it is a volunteer position.///

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VA

VALMARK ADVISERS, INC.

VALMARK ADVISERS INC | VALMARK ADVISERS, INC.

CRD#: 108050 / SEC#: 801-55564

RIA

Registered Investment Advisory firm - SEC (5/29/1998 Approved)

Wyoming

Registered Investment Advisory firm - Wyoming (8/11/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

IAR

Arizona
(8/24/2026)

RR

Arizona
(9/24/2026)

IAR

Idaho
(8/20/2026)

RR

Idaho
(9/24/2026)

RR

Oregon
(5/5/2021)

IAR

Oregon
(3/12/2026)

IAR

Texas
(8/20/2026)

RR

Texas
(9/24/2026)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Mar 2026About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Mar 2021About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Dec 2020About the SIE exam

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Emily C James's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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EJ

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