James Anderson Egerstrom

Employer firm

Confidence Wealth Management, Inc. CRD 127383

$454M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 06/2014 → 06/2018
  Td Ameritrade
  Thousand Oaks, CA
• 06/2018 → 06/2019
  Tarbox Family Office
  Newport Beach, CA
• 09/2019 → Present
  Confidence Wealth Management
  Torrance, CA

Previous Registrations

• 2018-08-29 → 2019-06-25
  Tarbox Family Office, Inc.
  Newport Beach, CA
• 2014-10-28 → 2018-06-01
  Td Ameritrade, Inc.
  Thousand Oaks, CA
• 2014-10-28 → 2018-06-01
  Td Ameritrade Investment Management, Llc
  Thousand Oaks, CA

Exams

• S66 Uniform Combined State Law Examination
  2014-10-27
• S63 Uniform Securities Agent State Law Examination
  2013-08-21

Designations

• Certified Financial Planner

Other Names

• Andy Egerstrom
• James A Egerstrom
• James Egerstrom
• Anderson Egerstrom