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James Andrew Case

International Assets Investment Management, LLC

Fishers, IN

Orlando, FL

Global Assets Advisory, LLC

Orlando, FL

Fishers, IN

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Current Employers
International Assets Investment Management, Llc

111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-08-27
  • IN RA
    APPROVED
    Since 2026-08-27

Branch Locations

11 Municipal Drive Suite 200, Fishers, IN 46038 • United States

111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States

Global Assets Advisory, Llc

111 N. Orange Avenue Suite 1000, Orlando, FL 32801 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-08-27
  • IN RA
    APPROVED
    Since 2026-08-27

Branch Locations

111 N. Orange Avenue Suite 1000, Orlando, FL 32801 • United States

11 Municipal Drive Suite 200 , Fishers, IN 46038 • 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
Alacrity Jupiter FL 01/2010 08/2026
James A Case - Private Equity Boca Raton FL 01/2014 Present
International Assets Advisory, Llc Fishers IN 08/2026 Present
International Assets Investment Management, Llc Fishers IN 08/2026 Present
Global Assets Advisory, Llc Fishers IN 08/2026 Present
Previous Registrations
  • 2014-03-04 → 2014-12-10
    Kcd Financial, Inc.
    Tequesta, FL
    Tequesta, FL
    Green Bay, WI
  • 2001-05-01 → 2002-11-04
    J.P. Morgan Securities Inc.
    Miami, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-08-03
S65 Uniform Investment Adviser Law Examination 1995-08-03
  • S63 Uniform Securities Agent State Law Examination
    1995-08-03
  • S65 Uniform Investment Adviser Law Examination
    1995-08-03
Other Names
  • Jim Case

View on SEC IAPD

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ROY CRAIG BODINUS
BRIAN O. WRIGHT
Joshua Walker
TYLER EDWARD SMITH
BRANDON WAYNE GREGG
John Nelson Duncan

Other Offices

CBG & COMPANY, INC. · FISHERS, IN
WRIGHT PLANNING, LLC · FISHERS, IN
BBK WEALTH LLC · FISHERS, IN
NORWOOD ECONOMICS, INC. · FISHERS, IN
LPL FINANCIAL LLC · FISHERS, IN
TRANSAMERICA FINANCIAL ADVISORS, LLC · FISHERS, IN
NORWOOD ECONOMICS, INC. · Fishers, IN
CETERA INVESTMENT ADVISERS LLC · Fishers, IN

More in Fishers, IN

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