James Jonathan Sias

Employer firm

Count Your Beans Financial Planning LLC CRD 336344

Reported services (Item 5G)

Financial planning
Selection of other advisers
Educational seminars
HOURLY CONSULTING SERVICES

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

Current Employers

Count Your Beans Financial Planning Llc

Bonita, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-01-15

CA RA
APPROVED

Since 2026-01-15

Branch Locations

Bonita, 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

Organization	City	State	From	To
Pipeline Training & Servicing Department	National City	CA	06/2014	Present

06/2014 → Present

Pipeline Training & Servicing Department

National City, CA

Other Businesses

Pipeline Insurance Agency, investment-related (insurance). Address: 1111 9th Street #201 Coronado, CA 92118. Primarily property & casualty insurance. I am an agent and have been since 2014. I typically spend 10-20 hours per week on this other business, sometimes during trading hours and often outside of those hours.

Designations

Certified Financial Planner

Other Names

James Jonathan Sias
James Jonathan Sias

View on SEC IAPD