Jim Clements

Adviser/team AUM: $100,000,000

Move Details

Firm leaving United Planners Financial Services of America
Firm joining Securities America
Adviser(s) location

Durango, CO

Date announced December 19, 2012
Transition date December 14, 2012

Latest Moves to Securities America

Adviser(s) Date announced
Dana Webb, Curren WebbJune 02, 2014
Jonathan Lifschutz, David ReedMay 30, 2014
Paul J. MerzMarch 24, 2014

Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.