James Euart Cochran

Current Employers

Employment History

• 12/2008 → 06/2018
  Securian Financial Services
  St.PAul, MN
• 12/2008 → 06/2018
  Shoemaker Financial
  Germantown, TN
• 12/2008 → 06/2018
  Minnesota Life Insurance Company
  St. Paul, MN
• 06/2018 → 04/2025
  Commonwealth Financial Network
  Waltham, MA
• 06/2018 → Present
  Summit Wealth Group
  Memphis, TN
• 04/2025 → Present
  Summit Wealth Group Llc
  Colorado Springs, CO
• 05/2025 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2018-06-11 → 2025-05-02
  Commonwealth Financial Network
  Memphis, TN
• 2009-04-09 → 2018-06-12
  Securian Financial Services, Inc.
  Germantown, TN

Other Businesses

1) Summit Wealth Group. Investment Related. At Registered Location. RIA. IAR. Start Date: 5/1/2025. 160 hrs/ month; all during trading hours. Service clients. 2) Fixed Insurance. Investment Related. At Registered Location. Fixed/ Traditional Insurance. Agent. Start Date: 5/1/2025. 1 hr/ month; all during trading hours. Provide insurance advice based on the needs of client(s). 3) PKSF. Investment Related. At Registered Location. Fixed/ Traditional Insurance. Agent. Start Date: 5/1/2025. 1 hr/ month; all during trading hours. Provide insurance advice based on the needs of client(s). 4) Euart Worldwide, LLC. Not Investment Related. At Registered Location. Operating LLC. Owner. Start Date: 7/14/2020. 1 hr/ month; all during trading hours. Personal company used for facilitating investment business 6) TENNESSEE STATE PARKS CONSERVANCY. Not Investment Related. P.O. Box 121884 Nashville, TN 37212. Non-Profit Organization. Board Member. Start Date: 1/1/2016. 3 hrs/ month; all during trading hours. We raise money for the state parks and distribute it to special projects for the parks. On financial committee as the treasurer. Don't have access to funds or handle money. Review financial statements and plans for the org.

Exams

• S66 Uniform Combined State Law Examination
  2009-04-06

Designations