James Henry Baumann, CFP

Overview

James Henry Baumann is an insurance agent and an investment adviser representative based in AZ, with 40 years in the industry.

Years in the industry

40

States licensed

25

States registered

3

Carrier appointments

24

Contact

3 business emails and 3 phone numbers on file

Registrations and licenses

• Licensed in 25 states
• Registered in 3 states

• Life Agent Individual
• Producer
• Series 63

4 lines of authority, with every state and its dates

Firms

• Iams Wealth Management, LLCCurrent firm

Employment history since 2019

Carriers

24 active carrier appointments

Book and practice

Firm assets under management on file