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Erica Nicole James

Mana Financial Life Design

St. Louis, MO

Glendale, CA

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Current Employers
Mana Financial Life Design

Glendale, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-11
  • CA RA
    APPROVED
    Since 2026-06-11

Branch Locations

St. Louis, MO • United States

Glendale, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sbsb Financial Advisors Mclean VA 07/2018 04/2021
Unemployed Burtonsville MD 05/2018 07/2018
The Wolf Group Fairfax VA 01/2018 05/2018
Unemployed Burtonsville MD 06/2017 01/2018
Heart For Change Volunteers Armenia 07/2016 06/2017
Creative Planning, Llc. Overland Park KS 04/2021 10/2022
Unemployed Vienna VA 10/2022 12/2022
Signify Wealth Llc St Louis MO 01/2023 01/2026
Mana Financial Life Design Glendale CA 05/2026 Present
Unemployed St Louis MO 02/2026 04/2026
  • 07/2018 → 04/2021
    Sbsb Financial Advisors
    Mclean, VA
  • 05/2018 → 07/2018
    Unemployed
    Burtonsville, MD
  • 01/2018 → 05/2018
    The Wolf Group
    Fairfax, VA
  • 06/2017 → 01/2018
    Unemployed
    Burtonsville, MD
  • 07/2016 → 06/2017
    Heart For Change Volunteers
    Armenia
  • 04/2021 → 10/2022
    Creative Planning, Llc.
    Overland Park, KS
  • 10/2022 → 12/2022
    Unemployed
    Vienna, VA
  • 01/2023 → 01/2026
    Signify Wealth Llc
    St Louis, MO
  • 05/2026 → Present
    Mana Financial Life Design
    Glendale, CA
  • 02/2026 → 04/2026
    Unemployed
    St Louis, MO
Previous Registrations
  • 2023-02-13 → 2026-04-17
    Signify Wealth Llc
    St. Louis, MO
  • 2021-04-19 → 2022-10-24
    Creative Planning
    Mclean, VA
    Overland Park, KS
  • 2021-01-28 → 2021-04-13
    Sbsb Financial Advisors
    Mclean, VA
Designations
Other Names
  • Erica N. James

View on SEC IAPD

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LPL FINANCIAL LLC
CREATIVEONE WEALTH, LLC

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WILLIAM BERNARD ALBAIR
Stephanie Louise Longanecker
GREGORY JOHN WOZNIAK
Grant Hunter Richars
ANTHONY DWAYNE RICH
Anna Marie Meurer
John Michael Laaker

Other Offices

UNIVERSAL FINANCIAL ADVISORS, LLC · ST. LOUIS, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · Kirkwood, MO
STATE FARM INVESTMENT MANAGEMENT CORP. · Kirkwood, MO
VESTGEN ADVISORS, LLC · Kirkwood, MO
VESTGEN ADVISORS, LLC · Kirkwood, MO

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