- Mark JamesMembership Number: 029281Issue Date: January 1, 2025Expiry Date:December 31, 2025

Mark James
Membership Number: 029281
Issue Date: January 1, 2025
Expiry Date:December 31, 2025
CFP® Certification - Global Excellence in Financial Planning
Mark James
Having completed the education, examination, experience and ethics requirements for certification and having agreed to abide by the Code of Ethics and Professional Responsibility and Financial Planning Practice Standards is hereby authorized to use the CFP®, CERTIFIED FINANCIAL PLANNER® and the mark in Southern Africa, with all rights and privileges pertaining thereto and subject to periodic renewal requirements as established and amended from time to time.
Issued on
January 1, 2025
Expires on
December 31, 2025
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VP, FINANCIAL CONSULTANT- KANSAS CITY, MO VP, FINANCIAL CONSULTANT - LOUISVILLE, KY SENIOR FINANCIAL PLANNER
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JPMorgan Chase Charles Schwab Citizens Ameriprise Financial La Z Boy