James March
Chief Compliance Officer /Managing Director /Senior Financial Advisor at March Wealth Management | Moraga, California, United States
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Senior Financial Advisor at The Principal Financial Group in July 2026 to July 2026
Chief Compliance Officer /Managing Director /Senior Financial Advisor at March Wealth Management in July 2026 to Present
Chief Compliance Officer at March Wealth Management in July 2026 to Present
Founder/President at March Wealth Management in July 2026 to Present
General Securities Principal at Cape Securities, Inc in July 2026 to Present
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FINRA, Series 24, January 2017
San Diego State University, Bachelor of Science (BS)
LUTCF - Life Underwriter Training Council Fellow, Disability Income Insurance, January 1995
FINRA, Series 4, Registered Options Principal ROP, January 2021
FINRA, Series 4, (CBOE) Registered Options Principal ROP, January 2021
FINRA, Series 53 (MSRB), January 2020
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FINRA Law
Chief Compliance Officer
Series 6, 63, 65, 7 and 24 Licenses
Retirement Planning
Fixed Annuities
Insurance
Disability Insurance
Life Insurance
Mutual Funds
Series 7
Investments
Asset Allocation
Term Life Insurance
Securities
Portfolio Management
Bonds
Equities
Health Insurance
Tax Preparation
401k
Financial Planning
Project Management
Client Relations
Long Term Care Insurance
Series 63
FINRA
IRAs
Equity Indexed Annuities
401k Rollovers
Employee Benefits
Variable Annuities
529 Plans
Estate Tax Planning
Series 6
Key Person Insurance
Income Protection
Roth IRA
Series 65
Universal Life
Retirement
Series 24
General Securities Principal
Revenue & Profit Growth
Life
Long Term
Advanced Planning
SKILLS & Expertise
Expertise
Skills and Endorsements:
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What is James March email address?
Email James March at [email protected]. This email is the most updated James March's email found in 2026.
How to contact James March?
To contact James March send an email to [email protected].
What company does James March work for?
James March works for March Wealth Management
What is James March's role at March Wealth Management?
James March is Chief Compliance Officer /Managing Director /Senior Financial Advisor
What is James March's Phone Number?
James March's phone (213) ***-*245
James March Email Addresses
James March Phone Numbers
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