Erica James has been an investment adviser representative at Mana Financial Life Design since June 2026, and is not listed among the firm’s executive officers or direct owners. Erica James studied BSBA in Accounting at Washington University in St. Louis.
Mana Financial Life Design, LLC is a firm with $106M under management, 133 clients and 3 advisers across 2 offices, as of its March 2026 filing.
Erica James is Lead Advisor of Mana. She brings strategic financial planning to every client relationship, guiding clients through each stage of their financial journey. She spent a decade in the accounting profession, with auditing at PricewaterhouseCoopers, tax preparation at a boutique firm and financial analysis in the non-profit sector, and serves as a Board Trustee for the Foundation for Financial Planning.
Erica James’ longest registration was 3 years at Signify Wealth LLC (2023–2026). Before joining Mana Financial Life Design in 2026, Erica James was registered through Signify Wealth LLC and Creative Planning.
- Mana Financial Life DesignCurrent– present · under a yearSt. Louis, MO · Adviser representative · Firm CRD 298277
- Signify Wealth LLC– · 3 yearsSt. Louis, MO · Adviser representative · Firm CRD 160094
- Creative Planning– · 1 yearMcLean, VA · Adviser representative · Firm CRD 105348
- SBSB Financial Advisors– · under a yearMcLean, VA · Adviser representative · Firm CRD 109732
Professional designations
Listed by Mana Financial Life Design
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Erica James is registered as an investment adviser representative in California, since June 2026.
- CaliforniaSince 11 June 2026
Examinations
No examinations are on Erica James’s record.
- Full name
- Erica Nicole James
- CRD
- 7332492
- Firm
- Mana Financial Life Design · CRD 298277
- Office
- St. Louis, MO
- Registration
- Investment adviser registration
- In the industry since
- July 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- manafld.com
Where does Erica James work?
Erica James is an investment adviser representative registered through Mana Financial Life Design, LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Erica James a financial advisor?
Yes. Erica James has a current investment-adviser registration in California, through Mana Financial Life Design since June 2026.
How many years of experience does Erica James have?
Erica James has 5 years in the financial industry, since July 2021, across 4 adviser firms.
Where did Erica James work before Mana Financial Life Design?
Before Mana Financial Life Design, Erica James was registered through Signify Wealth LLC, February 2023 to April 2026; Creative Planning, April 2021 to October 2022; SBSB Financial Advisors, January 2021 to April 2021.
Where is Erica James based?
Erica James’ registered office is in St. Louis, MO.
Is Erica James registered with FINRA?
No. Erica James has no current broker registration.
Is Erica James a CFP?
Mana Financial Life Design lists Erica James with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Erica James’ record?
Search CRD 7332492 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Erica James’ full registration record.