Investment adviser representative · Carlson Planning Company
James E. Carlson
CRD 5918427 · Mansfield, MA
At a glance
James E. Carlson is an investment adviser representative with Carlson Planning Company in Mansfield, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on James’s SEC record dates to 2011, about 15 years ago.
Current advisory firms
- Carlson Planning CompanySince December 2019Mansfield, MA · State-registered or not in the SEC’s list
- Gannett Wealth AdvisorsSince November 2025Mansfield, MA · $90M in regulatory assets
SEC adviser record
- Registered since
- 2011 (15 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
James’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 6 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.