James Michael Mcevoy

Employer firm

Eastsound Capital Advisors, LLC CRD 160180

$215M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 01/2015 → 12/2016
  Concert Wealth Management, Inc.
  San Jose, CA
• 04/2017 → 12/2022
  Individual Asset Management ("Iam")
  Menlo Park, CA
• 03/2005 → Present
  Cross Border Planning, Sprl/Bvba
  Belgium

Previous Registrations

• 2017-04-26 → 2023-01-06
  International Asset Management
  Menlo Park, CA
• 2015-01-05 → 2016-12-14
  Concert Wealth Management
  Kortenberg
  San Jose, CA
• 2005-01-13 → 2014-12-31
  Transamerica Financial Advisors, Llc
  Kortenberg
  Kortenberg
  San Diego, CA

Other Businesses

(1) CROSS BORDER PLANNING SPRL/BVBA, OWNER/AGENT, BELGIUM REGISTERED, LICENSED INSURANCE BROKERAGE, KORTENBERG, BELGIUM, SINCE MARCH 2005. OWNER/AGENT. SALE OF BELGIAN LIFE INSURANCE, GROUP INSURANCE, PENSION PRODUCTS. 60 HRS/MONTH. OCCASIONAL MARKET HRS. (2) CROSS BORDER PLANNING, US INSURANCE LICENSED AGENT, SINCE MARCH 2005, FIXED US LIFE PRODUCTS. 12 HRS/MONTHLY. OCCASIONAL MARKET HOURS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-01-31
• S66 Uniform Combined State Law Examination
  1999-03-13

Designations

• Chartered Financial Consultant

Other Names

• James Michael Mcevoy