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San Marcos, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allen James Financial & Ins. Services | La Jolla | CA | 10/1985 | Present |
| Crossroads Capital Management, Inc. | Carlsbad | CA | 07/2010 | 11/2016 |
| Allen James Financial Llc | San Diego | CA | 07/2021 | Present |
| First Advisors National, Llc | San Diego | CA | 10/2020 | Present |
| Jcg Investments, Llc | N/A | CA | 05/2017 | 12/2020 |
ALLEN JAMES FINANCIAL & INSURANCE SERVICES; INVESTMENT RELATED; 4455 MORENA BLVD #209, SAN DIEGO, CA; INSURANCE; OWNER/INSURANCE AGENT SINCE 10/1985; SPENDS ABOUT 15+ HOURS TO THIS BUSINESS; SALE OF INSURANCE PRODUCTS AND SERVICES I CURRENTYLY BROKER FIXED INDEXED INSURANCE CONTRACTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-18 |
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