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James Coon

Ensign Advisory Partners LLC

Gilbert, AZ

CRD 7267498

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Employer firm

Ensign Advisory Partners LLC CRD 325650

$101M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Ensign Advisory Partners Llc

161 E. Rivulon Blvd Suite 210, Gilbert, AZ 85297 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-03-12
  • AZ RA
    APPROVED
    Since 2024-03-12

Branch Locations

161 E. Rivulon Blvd Suite 210, Gilbert, AZ 85297 • 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 No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Foresight Wealth Management Draper UT 06/2020 10/2022
Regents Park Advisors Salt Lake City UT 01/2020 04/2023
Statewide Asphalt Phoenix AZ 02/2018 12/2019
Church Of Jesus Christ Of Latter-Day Saints Indianpolis IN 08/2015 08/2017
Full Time Student Gilbert AZ 09/2017 02/2018
Regents Partners, Llc Salt Lake City UT 10/2022 04/2023
Securities America, Inc. Mesa AZ 07/2023 Present
Pfg Advisors, Llc Phoenix AZ 07/2023 03/2024
Ensign Advisory Partners Llc Gilbert AZ 03/2024 Present
  • 06/2020 → 10/2022
    Foresight Wealth Management
    Draper, UT
  • 01/2020 → 04/2023
    Regents Park Advisors
    Salt Lake City, UT
  • 02/2018 → 12/2019
    Statewide Asphalt
    Phoenix, AZ
  • 08/2015 → 08/2017
    Church Of Jesus Christ Of Latter-Day Saints
    Indianpolis, IN
  • 09/2017 → 02/2018
    Full Time Student
    Gilbert, AZ
  • 10/2022 → 04/2023
    Salt Lake City, UT
  • 07/2023 → Present
    Securities America, Inc.
    Mesa, AZ
  • 07/2023 → 03/2024
    Pfg Advisors, Llc
    Phoenix, AZ
  • 03/2024 → Present
    Gilbert, AZ
Previous Registrations
  • 2023-09-28 → 2024-03-01
    Mesa, AZ
  • 2022-11-10 → 2023-05-08
    Farmington, UT
  • 2020-08-26 → 2022-11-07
    Foresight Wealth Management, Llc
    Draper, UT
Other Businesses

Insurance. Position: Insurance producer. Investment Related: Yes. Number of Hours Per Month: 5-10. Number of Trading Hours Per Month: 5-10. Start date: 9/5/23. Address: 111 E. RIVULON BLVD. SUITE 103B GILBERT, AZ, USA, 85297. Description: Providing life and annuity products to clients. Freedom Cleaners LLC Position: Managing Member. Nature: LLC for cleaners services. Investment Related: No. Number of Hours per Month: 5. Number of Trading Hours Per Month: 0. Start Date: 8/1/23. Address: 5110 N Dysart Rd #112, Litchfield Park, AZ 85340. Description: LLC for business management.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-09-13
S65 Uniform Investment Adviser Law Examination 2020-08-25
  • S63 Uniform Securities Agent State Law Examination
    2023-09-13
  • S65 Uniform Investment Adviser Law Examination
    2020-08-25
Other Names
  • James Dallin Coon
  • James D Coon

View on SEC IAPD

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