Skip to Main Content
portrait of James Fullenkamp
FINANCIAL ADVISOR

James Fullenkamp

CPWA®, CEPA®
32451 Golden Lantern Suite 305, Laguna Niguel, CA 92677opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

About James

The American Dream is possible – today, it requires one to work harder and plan smarter for it.

In high school, I juggled two jobs to help my family. In college, I worked full-time pulling graveyard shifts to put myself through school. With a credit card and personal grit, I started an e-commerce company, grew revenues exceeding seven figures and sold the company years later.

My introduction to the wealth management industry started in 2001 at Morgan Stanley.

Today, I take pride in being the financial steward for families and individuals, helping them craft a unique roadmap to achieve their personal aspirations and...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Corporate Executives
  • Divorce Finances

Work History

  • Edward JonesMarch 2010 to Current

Certifications

  • CPWA®

    Certified Private Wealth Advisor®

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Yale UniversityCertificate
  • California St Poly Univ-PomonaBachelor of Science

Personal Interests

  • Outdoor Enthusiast
  • Traveling
  • Snowboarding
  • Football
  • Personal Fitness

Team Members

  • Kristine Ahn
    Sr. Branch Office Administrator

Upcoming Events

  • MAY15

    May 15 10:00AM 12:00PM

    Retirement by Design - Virtual

    Retirement by Design

    Learn More
  • JUL14

    July 14 08:00AM 10:00AM

    Ready or Not? Preparing for the Unexpected - Virtual

    Ready or Not? Preparing for the Unexpected

    Learn More

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 01:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(949) 248-1362

Fax

(877) 449-6451

Office Address

32451 Golden Lantern Suite 305
Laguna Niguel, CA 92677opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More