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James Anderson Egerstrom

Confidence Wealth Management, Inc.

Torrance, CA

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Current Employers
Confidence Wealth Management, Inc.

10940 Wilshire Blvd Suite 600, Los Angeles, CA 90024 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
NV RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • NV RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

21250 Hawthorne Blvd Ste 500, Torrance, CA 90503 • 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
Td Ameritrade Thousand Oaks CA 06/2014 06/2018
Tarbox Family Office Newport Beach CA 06/2018 06/2019
Confidence Wealth Management Torrance CA 09/2019 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2014-10-27
S63 Uniform Securities Agent State Law Examination 2013-08-21
  • S66 Uniform Combined State Law Examination
    2014-10-27
  • S63 Uniform Securities Agent State Law Examination
    2013-08-21
Designations
Other Names
  • Andy Egerstrom
  • James A Egerstrom
  • James Egerstrom
  • Anderson Egerstrom

View on SEC IAPD

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Other Offices

CHARLES SCHWAB & CO., INC. · Torrance, CA
SOUTH BAY FINANCIAL PARTNERS · TORRANCE, CA
EP WEALTH ADVISORS · TORRANCE, CA
STRATOS WEALTH PARTNERS, LTD · Torrance, CA
EDWARD JONES · Torrance, CA
AMERIPRISE FINANCIAL SERVICES, LLC · TORRANCE, CA
LPL FINANCIAL LLC · TORRANCE, CA
EDWARD JONES · TORRANCE, CA

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