Best Investors Account Sign in
Inactive

James Alan Frazin

Communitas Financial Planning Pbc

Oakland, CA

Claim This Profile
Current Employers
Communitas Financial Planning Pbc

Oakland, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-17
MN RA APPROVED 2025-09-17
OR RA APPROVED 2025-09-17
OH RA APPROVED 2023-09-06
IL RA APPROVED 2013-10-09
  • CA RA
    APPROVED
    Since 2025-09-17
  • MN RA
    APPROVED
    Since 2025-09-17
  • OR RA
    APPROVED
    Since 2025-09-17
  • OH RA
    APPROVED
    Since 2023-09-06
  • IL RA
    APPROVED
    Since 2013-10-09

Branch Locations

Oakland, CA • United States

Disclosures

1 disclosure category 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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Communitas Financial Planning Inc. San Francisco CA 03/2011 Present
  • 03/2011 → Present
    Communitas Financial Planning Inc.
    San Francisco, CA
Previous Registrations
Designations
Other Names
  • James Allan Frazin
  • Jim Frazin

View on SEC IAPD

More in Oakland, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor