James P Coleman

Current Employers

Employment History

• 01/2021 → Present
  Coleman Education Group
  Manchester Center, VT
• 07/2022 → Present
  International Skiing History Association Association
  Manchester Center, VT
• 08/1993 → 01/2021
  Darien Public Schools
  Darien, CT
• 01/2021 → 06/2023
  Connecticut State Teachers Retirement Board
  Hartford, CT
• 05/2023 → Present
  Gatehouse Financial
  Manchester Center, VT
• 05/2023 → 07/2023
  Cetera Advisor Networks Llc
  El Segundo, CA
• 07/2023 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 07/2026 → Present
  Archstone Financial
  El Segundo, CA

Other Businesses

1. NAME OF OTHER BUSINESS: GATEHOUSE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 05/2023 POSITION/TITLE/RELATIONSHIP: ADMINISTATIVE ASSISTANT APX NUMBER OF HOURS PER WEEK: 30 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: CURRENTLY ONBOARDING AND LEARNING THE SYSTEMS. 2. NAME OF OTHER BUSINESS: INTERNATIONAL SKIING HISTORY ASSOCIATION ASSOCIATION INVESTMENT RELATED: NO ADDRESS: 41 BONNET STREET MANCHESTER CENTER VT NATURE OF BUSINESS: PROMOTES THE HISTORY OF SKIING START DATE: 07/2022 POSITION/TITLE/RELATIONSHIP: MEMBERSHIP AND MARKETING DIRECTOR APX NUMBER OF HOURS PER WEEK: 12 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: MEMBERSHIP AND MARKETING DIRECTOR 3. NAME OF OTHER BUSINESS: COLEMAN EDUCATION GROUP INVESTMENT RELATED: NO ADDRESS: 41 BONNET STREET MANCHESTER CENTER VT NATURE OF BUSINESS: EDUCATIONAL TUTORING AND COLLEGE ADVISING START DATE: 01/2021 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 4. NAME OF OTHER BUSINESS: ARCHSTONE FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 7/1/26; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-14
• S63 Uniform Securities Agent State Law Examination
  2023-09-26

Other Names

• James Peter Coleman
• Jamie P Coleman