-German Proverb
As a member of our firm’s Portfolio Management Group, I provide discretionary asset management services to both individuals and institutions. The Portfolio Management (PM) program provides investors with the most convenient and effective platform to invest in today’s markets. In PM, your portfolio is tailored to meet your unique set of investment criteria and objectives.
- Municipal Advisory Council of Texas - Member
- Professional Portfolio Management
- Fixed Income
- Municipal Bonds
- Retirement Planning
- 401k Rollovers
- MBA, 1980
Southern Methodist University
Dallas, TX - BA - Finance, 1978
University of Illinois
Urbana-Champaign, IL - CERTIFIED FINANCIAL PLANNER, 1987
CFP Board
College for Financial Planning
Denver, CO - Portfolio Management Program
Smith Barney - Series 7 - General Securities License
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Series 5 - Interest Rate Options
- Citigroup Quarter Century Club - 2006
- Texas Monthly Magazine - FIVE STAR Wealth Manager - 2009, 2010, 2011
- 1981
- Present: Morgan Stanley Smith Barney
Second Vice President - Financial Advisor
Portfolio Manager - 2005 - Present
Guided Portfolio Manager - 1995 - 2005 - 1980
- 1981: Coopers & Lybrand
Accountant
Dallas, TX
You've worked hard to build your retirement assets. Isn't it time they were professionally managed? Call or email me for more information about our Portfolio Management Program.
The Free Forever IRASM Add, transfer and/or roll over $50,000 or more to a Morgan Stanley Smith Barney IRA and we will waive your annual maintenance fee for the life of the account. Other product fees and charges apply (e.g., commissions).
Act now – this offer is only available until May 31, 2012.
James C. Aldendifer is licensed in the following state(s):
AL, CA, CO, LA, MD, NC, NY, OH, TN, TX, WI
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
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