James Biggs has been an investment adviser representative at Storen Legacy Partners since December 2025, and is not listed among the firm’s executive officers or direct owners. James Biggs holds a Bachelor of Business Administration (concentration in Accounting) from the University of Notre Dame.
Storen Legacy Partners, LLC is a Zionsville, IN firm with $438M under management, 876 clients and 6 advisers in one office, as of its April 2026 filing.
Brian Biggs is Wealth Advisor and Senior Tax Advisor of Storen Financial. A Certified Public Accountant specializing in taxation services, he has been with Storen Financial since 2009. Before joining, he worked in public accounting with one of the national accounting firms and as a financial controller for a construction company.
James Biggs’ longest registration was 9 years at Brass Tax Wealth Management (2016–2025). Before joining Storen Legacy Partners in 2025, James Biggs was registered through LPL Financial LLC and Brass Tax Wealth Management.
- Storen FinancialCurrent– present · under a yearZionsville, IN · Adviser representative · Firm CRD 339197
- LPL Financial LLC– · 2 yearsZionsville, IN · Adviser representative · Firm CRD 6413
- Brass Tax Wealth Management– · 9 yearsZionsville, IN · Adviser representative · Firm CRD 285249
- Invest Financial Corporation– · 4 yearsBrownsburg, IN · Adviser representative · Firm CRD 12984
Professional designations
Listed by Storen Legacy Partners
- Certified Public Accountant (CPA)
Investment adviser representative registrations
James Biggs is registered as an investment adviser representative in Indiana, since December 2025.
- IndianaSince 18 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 62 | Corporate Securities Limited Representative Examination | 16 November 2016 |
| Series 65 | Uniform Investment Adviser Law Examination | 10 July 2013 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 December 2012 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 25 October 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Corporate Securities Limited Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- James Brian Biggs
- CRD
- 6102027
- Firm
- Storen Legacy Partners · CRD 339197
- Office
- 1120 W OAK ST, SUITE 200, Zionsville, IN 46077
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 2012
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- storenfinancial.com
Where does James Biggs work?
James Biggs is an investment adviser representative registered through Storen Legacy Partners, LLC since December 2025, and is not listed among the firm’s executive officers or direct owners.
Is James Biggs a financial advisor?
Yes. James Biggs has a current investment-adviser registration in Indiana, through Storen Legacy Partners since December 2025.
How many years of experience does James Biggs have?
James Biggs has 13 years in the financial industry, since October 2012, across 4 adviser firms.
What exams has James Biggs passed?
James Biggs has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 62. The earliest, the Series 6, was passed in October 2012. FINRA credited James Biggs with the SIE, which began in October 2018.
Where did James Biggs work before Storen Legacy Partners?
Before Storen Legacy Partners, James Biggs was registered through LPL Financial LLC, February 2018 to October 2020; Invest Financial Corporation, July 2013 to February 2018.
Where is James Biggs based?
James Biggs’ registered office is in Zionsville, IN.
Is James Biggs registered with FINRA?
Yes. James Biggs has a current broker registration, under CRD 6102027.
Source: FINRA BrokerCheck
How can I verify James Biggs’ record?
Search CRD 6102027 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish James Biggs’ full registration record.
