James
Goldstein
Axos Invest, Inc
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About this Advisor
James Goldstein is a financial advisor based in Englewood, Colorado, working with Axos Invest, Inc. James has previously held positions at E*Trade Securities LLC, Axos Invest, LLC, Oppenheimerfunds Distributor, Inc, Axos Clearing LLC, and Axos Invest, Inc. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, James is part of Axos Invest, Inc, which operates out of Englewood, Colorado. The firm has 1 office and 13 employees. The firm manages assets totaling $143.0 million. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Axos Invest, Inc includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Axos Invest, Inc Brokerage Details
$143,029,772
13
18,834
$7,594
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
James Goldstein Work History
Axos Invest, LLC
Axos Invest, Inc
Axos Clearing LLC
E*Trade Securities LLC
E*Trade Securities LLC
Oppenheimerfunds Distributor, Inc
Disclosures
Please visit the SEC profile of James Goldstein 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 Axos Invest, Inc
Las Vegas, NV
Omaha, NE
San Diego, CA
Las Vegas, NV
San Diego, CA
Las Vegas, NV
Las Vegas, NV
Las Vegas, NV
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