Advisor at James P. Hanson Accountancy Corporation
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
James P. Hanson Accountancy Corporation
Location
San Jose, CA
Credentials
PFS™, Series 63
Industry experience
31 years
James Hanson is the sole advisor at James P. Hanson Accountancy Corporation in San Jose, CA, holding the PFS™ and Series 63 designations with 31 years of industry experience. He has managed his own firm since 1975 and has worked with Independent Financial Group since 2011. His firm combines accounting and tax preparation services with financial planning and investment advisory. James P. Hanson Accountancy Corporation provides investment advice primarily through consultations integrated with its tax and accounting practice. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering tailored recommendations that typically include publicly traded no-load mutual funds and stocks.
Based on James P. Hanson Accountancy Corporation
$300 per hour (negotiable)
San Jose, CA
California
Independent Financial group
2011 - Present (15 years)
James P. Hanson Accountancy Corp.
1975 - Present (51 years)
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Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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.
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