James Lee Massey

Current Employers

Employment History

• 05/1988 → 06/2019
  Creative Asset Consultants
  Minneapolis, MN
• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 12/2004 → Present
  Advisornet Wealth Partners
  Minneapolis, MN
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1) NAME OF OTHER BUSINESS: ADVISORNET FINANCIAL INC, DBA ADVISORNET WEALTH PARTNERS - CRD #113074, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: ADVISORY BUSINESS, POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE, BRIEF DESCRIPTION OF DUTIES: FEE BASED FINANCIAL PLANNING; 2) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES POSITION/TITLE/RELATIONSHIP: REPRESENTATIVE BRIEF DESCRIPTION OF DUTIES: SELLS FIXED LIFE, ANNUITIES AND LONG TERM CARE; 3) NAME OF OTHER BUSINESS: LEWIS FINANCIAL ADVISORS LLC INVESTMENT RELATED: YES ADDRESS: 13 S BARSTOW, EAU CLAIRE, WI 54701, NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES, POSITION/TITLE/RELATIONSHIP: OWNER, START DATE: 2002, APPROX NUMBER OF HOURS PER MONTH: 160 HOURS, BRIEF DESCRIPTION OF DUTIES: SALE OF SECURITIES AND PROVIDING FINANCIAL ADVICE; 4) NAME OF OTHER BUSINESS: BROKERS EDGE LLC ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 01/1996 ; POSITION/TITLE/RELATIONSHIP: OWNER ; APX NUMBER OF HOURS PER WEEK: NONE ; APX NUMBER OF HOURS DURING TRADING HOURS: NONE ; BRIEF DESCRIPTION OF DUTIES: TAX ID FOR FINANCIAL SERVICES ;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-23
• S63 Uniform Securities Agent State Law Examination
  1984-08-29

Other Names

• Jim Massey
• James Leo Massey