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  • About Us
    • About J Darren Wallace
    • Retirement Planning & Legacy
    • Business Owners
    • A Child in Grief
    • LifeFolio Checklist
  • Products & Services
    • Products
    • Advanced Planning Resources
    • Business Solutions
  • Resources
    • Calculators
    • Articles
    • Life Stages
    • Videos
    • Tax Resources
  • Account Access
    • NYL Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
  • Contact Us
Disclosure

James Wallace is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agent is properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
James Wallace (CA Insurance License #0E46214).

As a New York Life Agent, James Wallace is licensed and authorized to offer insurance in California, but WILD OLIVE INSURANCE AND FINANCIAL SERVICES, LLC may not be. For additional information on California licensure status, please click here.

James Wallace is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 5425 E Bell Rd Ste 111, Scottsdale, AZ 85254, 480-641-6190. Securities products and services are offered only in jurisdictions where the registered representative is properly registered.

WILD OLIVE INSURANCE AND FINANCIAL SERVICES, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither WILD OLIVE INSURANCE AND FINANCIAL SERVICES, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

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