Advisor at Sovran Advisors, LLC
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Firm
Sovran Advisors, LLC
Location
San Diego, CA 92108
Credentials
ChFC®, Series 63, Series 66
Industry experience
25 years
James Loken is a financial advisor with Sovran Advisors, LLC in Pasadena, CA. He holds the ChFC® designation and has 25 years of industry experience, including prior roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Thrivent Financial for Lutherans. In addition to his advisory work, he is involved in the sale of fixed insurance products. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in assets and offers a range of portfolio management and consulting services, utilizing both advisor-managed and model portfolios tailored to client objectives.
Based on Sovran Advisors, LLC
Based on Sovran Advisors, LLC
Fixed fees for one-time financial planning services ranging from $2,500 to $80,000; ongoing fixed fees $2,500 - $80,000 annually.
$0+: Advisor fee up to 2.0% annually, negotiable, may be tiered, flat, or linear $0+: Technology fee: 0.06% annually on APM and UMA Program Platforms $0+: Sovran Managed Portfolio Model Fee (APM only): 0.01% to 0.13% annually $0+: Administration Fee (UMA only): varies by custodian and portfolio, disclosed separately $0+: Strategist Fee (UMA only): varies by selected Strategist, disclosed separately $0+: AssetMark Platform minimums: $6,000 for qualified accounts, $10,000 for non-qualified accounts; Platform Fee tiered with minimum $90 per quarter $0+: SEI Program fees vary by model and are charged separately
Certain representatives receive commissions as registered representatives and/or insurance agents for insurance and securities products.
Hourly fees range from $250 to $750 per hour for financial planning services.
Account minimum: $25,000 Minimum fee: Fixed fees ranging from $2,500 to $80,000 for one-time or ongoing financial planning services; initial setup fees $1,000 - $15,000 for ongoing services Fee-only: Fixed fees $2,500 - $80,000 and hourly fees $250 - $750 per hour for financial planning services
3131 Camino Del Rio N., Suite 800
San Diego, CA 92108
California · Texas
Sovran Advisors Llc Crd 329415
2024 - Present (2 years)
Cetera Wealth Services, LLC
2024 - Present (2 years)
Mass Mutual Investors Services
2020 - 2024 (4 years)
MassMutual Life Insurance company
2020 - 2024 (4 years)
THRIVENT FINANCIAL for Lutherans
2002 - 2020 (18 years)
Thrivent Investment Management
2002 - 2020 (18 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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.
Verified by Warmer
Series 7, Series 66
La Mesa, CA
OSAIC
Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.
Series 63, Series 65
San Diego, CA
Conscious Investment Services, LLC
Series 65
San Diego, CA
HEDGEWISE
ChFC®, Series 66
La Mesa, CA
Tweet Management Services, Inc.
Series 63, Series 65
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Colva Capital LLC
Series 63, Series 66
San Diego, CA
Torrey Wealth, LLC
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