James
Shaffer

Allstate Financial Advisors, LLC

CRD#2975930
Investment Advisor
in Oakhurst, CA

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About this Advisor

James Shaffer is a financial advisor based in Oakhurst, California, working with Allstate Financial Advisors, LLC. James has previously held positions at Allstate Insurance Company and Jcs Insurance And Financial Solutions. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, James is part of Allstate Financial Advisors, LLC, which operates out of Oakhurst, California. The firm has 39 offices and 350 employees. The firm manages assets totaling $62.1 million and offers services including the selection of other advisers. The fee structure at Allstate Financial Advisors, LLC includes other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

49185 Road 426 Ste 3
Oakhurst, CA 93644-8400

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$62,134,830

CA Average: $1,978,216,465
Total Number of Employees

350

CA Average: 226
Total Number of Accounts

189

CA Average: 7,467
Average Account Size

$328,756

CA Average: $264,928

Investment Advisory Services

  • Selection of other advisers

James Shaffer Work History

2012 - Present (12 years)

Allstate Insurance Company

2012 - 2017 (5 years)

Jcs Insurance And Financial Solutions

Disclosures

Please visit the SEC profile of James Shaffer 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 Allstate Financial Advisors, LLC

Brian Streem
Debary, FL
Dana Wheeler
Lincoln, NE
Kevin Klipp
Jacksonville, FL
Peter Lopresti
Chester, NY
Marlen Osadchy
Brooklyn, NY
James Makal
Bloomsburg, PA
Travis Work
Omaha, NE
Jennifer Foust
Pleasanton, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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