Advisor at SimplyRIA Advisor Network
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
SimplyRIA Advisor Network
Location
Reedley, CA
Credentials
Series 66
Industry experience
11 years
James Anadon is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently with Caitlin John, LLC, where he has worked since 2022. His prior experience includes roles at Pillar6 Advisors, LLC, World Equity Group, and Pacific Equity Partners. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and other institutions by providing investment management, financial planning, consulting, and qualified retirement plan services. The firm offers personalized investment programs combining active and passive management, third-party portfolio managers, and a variety of instruments, operating both wrap and non-wrap accounts alongside consulting on non-traditional and private investments.
Based on SimplyRIA Advisor Network
Based on SimplyRIA Advisor Network
One-time fixed fees for financial planning engagements (amounts negotiable) and one-time fixed consulting fees
$0+: Negotiable up to 3.00% annually for non-wrap investment management services, tiered/blended, tapered/best-tier, or fixed/contracted fee structures possible $0+: Wrap fee up to 2.48% annually for Caitlin John Wrap Fee Program (legacy clients only)
Commission compensation received by licensed IARs for insurance products sold through outside business activities; separate from advisory fees
Hourly charges reported in SEC Form ADV Part 1 but not specifically detailed in brochure
Ongoing subscription planning fees billed monthly, quarterly, or semi-annually, negotiable based on engagement scope
Account minimum: $250,000 Minimum fee: $300 annual minimum investment management fee per account Fee-only: Financial planning fees typically range from $1,000 to $10,000 but may be more or less depending on scope and complexity; consulting fees negotiable including fixed, tiered, or percentage-based fees (up to 1.50% annually for AUA services); qualified retirement plan advisory fees up to 1.50% annually
Reedley, CA
California
Caitlin John, LLC
2022 - Present (4 years)
Pillar6 Advisors, LLC
2017 - 2022 (5 years)
World Equity Group
2014 - 2017 (3 years)
Pacific Equity Partners
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®, Series 63
Reedley, CA
Victory Wealth Management, LLC
Series 63, Series 65
Sanger, CA
Sowell Management
Series 65
Sanger, CA
Verity Asset Management
Series 63, Series 65
Kingsburg, CA
NWF Advisory Services Inc
CFP®, Series 63, Series 66
Kingsburg, CA
NWF Advisory Services Inc
Series 66
Dinuba, CA
LPL Financial
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