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JE
James Everline
Financial Consultant, CA Insurance Li... at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">AXA Advisors, LLC</span>
James Everline, a seasoned financial expert with 10 years of experience in wealth management, investment services, and business succession planning, holds an MBA from University of Chicago Booth Graduate School of Business and a JD from Southern Methodist University.
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Location
San Diego, California, United States, US
Skills
- Wealth Management
- Customer Service
- Financial Planning
- Investment Services
- Investment Planning
- Show all
Bio
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Topline AI
James Everline is a seasoned professional with extensive experience in wealth management, financial planning, and investment services.
He has held key positions at AXA Advisors, LLC, where he served as a Financial Consultant and President, and has also served as a Board Member at Telanetix, Inc. and Bandag.
Everline holds a Master of Business Administration (MBA) from the University of Chicago Booth Graduate School of Business, as well as a Doctor of Law (JD) from Southern Methodist University Dedman School of Law, and a Bachelor of Arts (BA) from DePaul University.
Experience
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AXA Advisors, LLC
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Greater San Diego
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Financial Consultant, CA Insurance License # 0I51334
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Nov 2013 - Present
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Greater San Diego
AXA Advisors, LLC (NY, NY), member SIPC, a broker-dealer / AXA Advisors, LLC, an SEC-registered investment advisor. AXA Network, LLC; AXA Network Insurance Agency of California, LLC in CA; AXA Network Insurance Agency of Utah, LLC in UT; AXA Network of Puerto Rico, Inc.
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Everline&CO.
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Greater San Diego Area
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President
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1992 - 2013
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Greater San Diego Area
Consultant specializing in corporate Finance, Mergers& Acquisitions, and general management issues. Private Investments. Limited Partnership General Partner
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Board Member
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Jun 2007 - Jul 2010
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Bandag
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Muscatine, IA
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Board Member
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Jan 1982 - Jun 2007
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Muscatine, IA
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Education
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1970 - 1972• University of Chicago Booth Graduate School of Business, MBA (Finance)...
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1965 - 1968
Southern Methodist University Dedman School of Law
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1960 - 1965
DePaul University
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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