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professional profile

James Joseph Puplava, CFP

AgentRRIAR San Diego, CA CRD 736091 Last verified October 2026

Overview

James Joseph Puplava is an insurance agent, a registered representative and an investment adviser representative based in San Diego, CA, with 45 years in the industry.

Years in the industry
45
States licensed
7
States registered
51
Carrier appointments
9

Contact

2 business emails and 1 phone number on file

Registrations and licenses

  • Licensed in 7 states
  • Registered in 51 states
  • Producer
  • Series 24
  • Series 63
  • Series 7
  • Series 99TO
  • SIE

4 lines of authority, with every state and its dates

Firms

Employment history since 1981

Carriers

9 active carrier appointments

Book and practice

Firm assets under management on file

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