James William Collins

Employer firm

Missionsquare Wealth Management CRD 23189

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2006 → Present
  Icma Retirement Corporation
  Washington, DC

Previous Registrations

• 2006-07-21 → 2026-03-16
  Missionsquare Retirement
  Washington, DC
  Sacramento, CA
  Castro Valley, CA
  Sacramento, CA

Other Businesses

1) Name: Imperial Stockton Mobile Estates. Non-investment related. Address: 8700 West Ln, Stockton, CA 95210. Nature of business: Mobile home park. Position: Shareholder. Start date: 10/01/2004. Number of hours/month devoted to the other business: 0; during security trading hours 0. Duties: None. 2) Name: Volcano Cool. Non-investment related. Nature of Business: Live musical performances. Sole Proprietorship. Address: From his home in Sacramento, California. Position: Musician. Start Date: 05/11/2026. Hours per month devoted to other business 0; during securities trading hours 0. Duties: Play music

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-09-10
• S65 Uniform Investment Adviser Law Examination
  2000-07-08

Designations

• Certified Financial Planner