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Current Employers
Count Your Beans Financial Planning Llc

Bonita, CA • United States

Current Registrations

AuthorityCategoryStatusDate
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
OrganizationCityStateFromTo
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
Other Names
  • James Jonathan Sias
  • James Jonathan Sias

View on SEC IAPD

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