James Bashaw (CRD# 4907540) is an Investment Advisor Representative working at Jlb & Associates Inc. in Plymouth, MI and has over 13 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jlb & Associates | Plymouth, MI | Jun 1987 - Current | 36 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2010 |
- MI
-
Total Assets Under Management823MILLIONS
-
Total Number of Accounts305ACCOUNTS
-
Average Account Value$2,699,911
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
FL, MI
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