James Lionel Sexton

Employer firm

Phillip James Financial Co. CRD 168228

$222M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 07/2010 → Present
  Phillip James Consulting Co.
  Plymouth, MN

Previous Registrations

• 2014-01-23 → 2022-04-22
  Phillip James Financial Co.
  Plymouth, MN

Other Businesses

NAME: CS HOLDINGS LLC INVESTMENT RELATED: YES ADDRESS: 3131 FERNBROOK LN N, SUITE 224 PLYMOUTH, MN 55447 NATURE: RESIDENTIAL RENTAL REAL ESTATE RELATIONSHIP: OWNER START DATE: JULY 2008 HOURS/MONTH: APPROX. 2-8 DURING SECURITIES TRADING HOURS: NONE DUTIES: MANAGING CONTRACTORS AND TENANTS