James Elmer Kaercher

Current Employers

Employment History

• 05/1994 → Present
  Michael A. Jullie & Associates
  Miami, FL
• 05/2016 → 11/2018
  Signator Investors, Inc.
  South Miami, FL
• 11/2018 → Present
  Osaic Wealth, Inc
  South Miami, FL

Previous Registrations

• 2016-05-13 → 2018-11-02
  Signator Investors, Inc.
  South Miami, FL
  Tampa, FL
• 1997-09-26 → 2016-05-13
  Transamerica Financial Advisors, Llc
  South Miami, FL
  South Miami, FL

Other Businesses

1) ATTORNEY'S MORTGAGE PLUS, INC POSITION: Mortgage Originator NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2003 ADDRESS: 12384 SW 82nd Avenue, Pinecrest FL 33156, United States DESCRIPTION: I do mortgages for individuals either purchase or refinances. 2) KENDALL GLEN CONDO ASSOCIATION POSITION: Treasurer Board member NATURE: condo Association INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/07/2004 ADDRESS: 7890 SW 86 Street, Unit 10, Miami FL 33143, United States DESCRIPTION: Make decisions on different aspects associated with the condo association sign checks for vendors 3)JAMES KAERCHER, PA 7890 SW 86 STREET #10 MIAMI, FL , TAX PREPARER, TAX PLANNING. INV- RELATED YES, 10 HRS/MO 4) JULLIE & ASSOCIATES, PA POSITION: Independent Contractor NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/01/1994 ADDRESS: 7721 SW 62nd Avenue, Suite 201, South Miami FL 33143, United States DESCRIPTION: Investment advisor. Solicit new business create financial plans review and invest clients money manage investment portfolios establish retirement accounts and life insurance 5) PAUL R. SASSO ESQ POSITION: Assist with paperwork NATURE: S Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2011 ADDRESS: 12384 SW 82nd Avenue, Pinecrest FL 33156, United States DESCRIPTION: Assist with paperwork on short sales 6) JAMES E KAERCHER PA POSITION: owner NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2008 ADDRESS: 7890 SW 86 Street, Unit 10, Miami FL 33143, United States DESCRIPTION: Owner of a rental property. Search and find potential home to rehab and sell

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-08-04

Other Names

• Jim Kaercher
• James Elmer Kaercher