James Bruce Wilson

Current Employers

Employment History

• 05/2007 → Present
  Cornerstone Financial Strategies
  Tacoma, WA
• 07/2014 → 10/2018
  Lpl Financial Llc
  Tacoma, WA
• 09/2011 → 01/2017
  Financial Advocates Investment Management
  Tacoma, WA
• 01/2017 → 10/2018
  Financial Advocates Investment Management
  Tacoma, WA
• 10/2018 → 03/2020
  Ameriprise Financial Services Inc
  Tacoma, WA

Previous Registrations

• 2015-09-16 → 2018-11-01
  Financial Advocates Investment Management
  Tacoma, WA
  Olympia, WA
• 2014-12-04 → 2015-09-23
  Lpl Financial Llc
  Tacoma, WA

Other Businesses

Business Ownership; Directional Decisions LLC; Managing Partner; Manage Ameriprise Business; 802 SE 14th Avenue, Suite 109, Battle Ground, WA, 98604-8619; Investment-Related; 01/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Life Center Church Board; Board Member; 1717 S Union Ave, , Tacoma, WA, 98405; Not Investment-Related; 09/01/2023; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Directional Decisions LLC; Owner; Manage advisory business; 802 SE 14th Avenue, Suite 109, Battle Ground, WA, 98604-8619; Investment-Related; 01/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; YMCA Advisory Board Member; Advisory Board member for local YMCA; 1002 S Pearl St, , Tacoma, WA, 98465; Not Investment-Related; 04/20/2023; 1 to 9 hours per month; 0 during trading hours / Sublet of space leased by Directional Decisions LLC; Sublet of current office space in Tacoma, WA; 505 Broadway, , Tacoma, WA, 98402; Not Investment-Related; 06/01/2022; 0 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2014-12-03

Other Names

• James Bruce Wilson
• Jb Wilson
• James Bruce Wilson