James is a Senior Investment Advisor at Nusenda Credit Union. Having been in the financial industry for nearly 15 years, he has a passion for educating members about financial planning and strives to ensure they will be able to reach their financial and retirement goals.
James was born and raised in New Mexico. He graduated Magna Cum Laude from Colorado Technical University with a Bachelor of Business Administration in Finance. He is married to his beautiful wife, Melissa, and has five sons and one daughter. In his free time, he loves to spend time at the lake, play softball, or ride his Harley.
James is an Investment Advisor Representative (IAR) with CUSO Financial Services, L.P., and holds the following securities and insurance licenses:
- Series 7 – General Securities Representative
- Series 66 – Investment Advisor Representative
- State of New Mexico Insurance License
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.