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Erica Nicole James

Investment Adviser Representative at MANA Financial LIFE Design

St. Louis, MOCRD #7332492Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Erica Nicole James is an investment adviser representative with MANA Financial LIFE Design in St. Louis, MO, where they have been registered since 2026. They have worked in the securities industry since 2021 and have been registered with 4 firms, including Signify Wealth LLC and Creative Planning. They are registered to provide investment advice in California.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

MANA Financial LIFE DesignCurrent
6/11/2026 – St. Louis, MO
Signify Wealth LLC
2/13/2023 – 4/17/2026St. Louis, MO
Creative Planning
4/19/2021 – 10/24/2022Mclean, VA
SBSB Financial Advisors
1/28/2021 – 4/13/2021Mclean, VA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. SBSB Financial Advisors
    Jul 2018 – Apr 2021Mclean, VA
  2. Unemployed
    May 2018 – Jul 2018Burtonsville, MD
  3. THE WOLF Group
    Jan 2018 – May 2018Fairfax, VA
  4. Unemployed
    Jun 2017 – Jan 2018Burtonsville, MD
  5. Heart FOR Change Volunteers
    Jul 2016 – Jun 2017Armenia
  6. Creative Planning, LLC.
    Apr 2021 – Oct 2022Overland Park, KS
  7. Unemployed
    Oct 2022 – Dec 2022Vienna, VA
  8. Signify Wealth LLC
    Jan 2023 – Jan 2026St Louis, MO
  9. MANA Financial LIFE Design
    May 2026 – no end date reportedGlendale, CA
  10. Unemployed
    Feb 2026 – Apr 2026St Louis, MO

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About MANA Financial LIFE Design

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Unknown

Client types the firm serves

Unknown

Firm assets under management

Unknown

Firm disclosures (Form ADV)
Unknown

Source: firm Form ADV filing

Similar advisors in St. Louis, MO

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Erica Nicole James has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Erica Nicole James (MANA Financial LIFE Design)