James Anadon
Advisor at Caitlin John, llc
Updated today
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.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Fee options
Fixed fees for planning services, negotiable and agreed upon before service commencement.
$0+: Up to 2.48% annually (Wrap Fee Program - single negotiable fee not to exceed 2.48%) $0+: Up to 3.00% annually (Non-wrap Fee Arrangement - fee not to exceed 3.00%) $0+: Up to 1.50% annually (Consulting & Advisory Services ongoing fee, fixed or tiered, negotiable, max 1.50%) $0+: Up to 1.50% annually (Qualified Retirement Plan Fees, fixed percentage, negotiable, max 1.50%)
IARs may receive commissions from insurance product sales separate from advisory fees.
Hourly fees for planning services, negotiable based on complexity and client needs.
Ongoing planning services charged as annual fixed fees, negotiable and billed annually.
Account minimum: $250,000 Fee-only: Fixed or hourly fees for financial/planning services, negotiable based on complexity and meetings required.
Work history
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)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Jaime T
Series 66
Selma, CA
Merrill
Jaime Torres is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and the Personal Investment Advisor (PIA) credential. Jaime earned his Bachelor's Degree from the University of California System. He is bilingual in Spanish and English. Jaime specializes in areas including college education planning, corporate executive services, equity compensation services, family wealth management strategies, legacy planning, philanthropic planning, small business strategies, socially responsible and values-based investing, tax minimization, and retirement income. His approach centers on building long-term relationships by understanding the goals that matter most to his clients and their families, leveraging the resources and technology available through Merrill Lynch to deliver goals-based wealth management strategies. Beyond his professional role, Jaime is involved in community service through organizations such as the Peninsula YMCA and Ronald McDonald House Charities of San Diego. He enjoys personal interests including cooking, fishing, football, hiking, music, reading, soccer, spending time with his family, traveling, and watching movies.
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