photo by: Jim Saulnier
Account Details – Check on all your accounts held directly at Charles Schwab. See Account balances, holdings, etc.
Account Statements, Tax Documents, and Performance Reporting – find end-of-month statements, transactions, year-end tax documents and year-over-year performance reports and more.
Check out the background of firms and investment professionals on SEC’s Adviser Info Page.
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Ed Slott Advisor recognition requires an advisor to be well versed on the rules and regulations regarding IRAs.
Neither the CFP Board, Ed Slott IRA Advisor Group, nor the Financial Planning Association endorse JSA or its professionals.
The advisor must attend two live training sessions and pass two written exams annually to remain in the program.
Jim Saulnier & Associates, LLC (“RIA Firm”) is an SEC Registered Investment Adviser located in Fort Collins, CO.
Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AL, AK, AZ, CA, CO, CT, FL, HI, IA, IL, IN, MD, MA, MO, NC, NH, NV, NY, NJ, OH, OR, PA, SC, TN, TX, VA, and WY.
