James Allen Churchill

Employer firm

Consortium Private Wealth LLC CRD 325038

$650.4K 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

• 03/2024 → Present
  Consortium Private Wealth Llc
  Mandeville, LA
• 01/2021 → Present
  The Consortium, Llc
  Mandeville, LA
• 09/2016 → 02/2020
  Uber
  New Orleans, LA
• 02/2020 → 01/2021
  Unemployed
  Mandeville, LA

Previous Registrations

• 2013-03-13 → 2016-08-22
  Pruco Securities, Llc.
  Ridgeland, MS
  Mandeville, LA
  Mandeville, LA
• 2013-02-13 → 2013-03-08
  Raymond James & Associates, Inc.
  Mandeville, LA
• 2011-05-19 → 2013-02-13
  Morgan Keegan & Company, Llc
  Mandeville, LA
• 2009-10-19 → 2011-05-03
  Securian Financial Services, Inc.
  Metairie, LA
• 2009-03-25 → 2009-09-14
  Wells Fargo Clearing Services, Llc
  Mandeville, LA

Exams

• S66 Uniform Combined State Law Examination
  2006-07-21

Other Names

• James Allen Churchill