James Sexton has been Chief Financial Officer of Phillip James Consulting since June 2013, is a control person of the firm and directly owns between 50% and 75% of it. James Sexton holds a Degree in Accounting and Business Management from St. John's University.
Phillip James Consulting Co. is a Plymouth, MN firm with $222M under management, 114 clients and 2 advisers in one office, as of its March 2026 filing.
James L. Sexton is a co-founder of Phillip James Financial. He worked at Deloitte, gaining experience with commercial banking, real estate and health care companies while obtaining his CPA license. He then left to become CFO of a local real estate firm that invested in multi-family rental properties before co-founding the firm.
- Phillip James Financial Co.Current– present · 3 yearsPlymouth, MN · Adviser representative · Firm CRD 168228
Professional designations
Listed by Phillip James Consulting
- CPA
Investment adviser representative registrations
James Sexton is registered as an investment adviser representative in Minnesota, since November 2022.
- MinnesotaSince 25 November 2022
Examinations
No examinations are on James Sexton’s record.
- Full name
- James Lionel Sexton
- CRD
- 6213353
- Firm
- Phillip James Consulting · CRD 168228
- Role
- Chief Financial Officer
- Office
- 3675 PLYMOUTH BOULEVARD, SUITE 110, Plymouth, MN 55446
- Registration
- Investment adviser registration
- In the industry since
- August 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- phillipjamesfinancial.com
Where does James Sexton work?
James Sexton has been Chief Financial Officer of Phillip James Consulting Co. since June 2013, and is a control person of the firm.
Is James Sexton a financial advisor?
Yes. James Sexton has a current investment-adviser registration in Minnesota, through Phillip James Consulting since November 2022.
How many years of experience does James Sexton have?
James Sexton has 12 years in the financial industry, since August 2014, across 1 adviser firm.
Where is James Sexton based?
James Sexton’s registered office is in Plymouth, MN.
Is James Sexton registered with FINRA?
No. James Sexton has no current broker registration.
How can I verify James Sexton’s record?
Search CRD 6213353 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Sexton’s full registration record.
