Erica Nicole James

Employer firm

Mana Financial Life Design CRD 298277

$106M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• Certified Financial Planner

Other Names

• Erica N. James