JM
CFP
Firm Information
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
36 advisors
Number of Clients
3,227 clients
Average Client Portfolio
$376K average
Assets Under Management
$1.2B
Fee Structure
Minimum Investment:$10K
Intrua Financial charges fees for asset management, held away account services, third-party money managers, financial planning/consulting, and qualified retirement plan advisory services. The minimum account opening balance is $10,000, which may be negotiable based upon certain circumstances.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningEducation PlanningBusiness OwnersHigh Net Worth
Loading...
Advisor Information
Office location
3737 Buffalo Speedway, Suite 400, Houston, TX, 77098
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
James provides administrative support to Intrua Financial, an independent investment advisor firm, since 2022. This takes nearly full-time.
Employment History
Current Registrations
Intrua Financial
April 2025 - Present · 9 mos
LPL Financial LLC Broker
October 2022 - Present · 3 yrs 3 mos
State Registrations26 states
AZCACOCTDEFLKSLAMAMDMNMOMTNCNJNYOKORPASCTNTXUTVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.