James
Egerstrom
Confidence Wealth Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
James Egerstrom is a certified financial planner operating in Torrance, California, with a total of 3 years of industry experience. Egerstrom works at Confidence Wealth Management, LLC. During their career, the advisor has held roles at Jpmorgan Securities LLC, Jpmorgan Chase Bank, Wells Fargo Bank, N.A, Td Ameritrade, Tarbox Family Office and Confidence Wealth Management. Egerstrom maintains Series 63 and Series 66 licenses, designating them as a securities broker, and can operate in California and Nevada. Confidence Wealth Management, LLC is a financial advisory company operating out of Henderson, NV. The company has offices in three locations and a total of 20 employees. It administers $198 million in total assets across its 1,566 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 1,566 customer accounts, 43% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules usually vary depending on which service is offered. Fee types billed by Confidence Wealth Management, LLC can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Confidence Wealth Management, LLC Brokerage Details
$198,064,318
20
1,566
$126,478
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
James Egerstrom Work History
James has been registered as a financial advisor for 3 years.*
Confidence Wealth Management
Tarbox Family Office
Td Ameritrade
Jpmorgan Securities LLC
Jpmorgan Chase Bank
Wells Fargo Bank, N.A
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Egerstrom to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Confidence Wealth Management, LLC
San Diego, CA
Torrance, CA
Henderson, NV
Henderson, NV
Henderson, NV
Palm Harbor, FL
Henderson, NV
Henderson, NV
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
