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Aaron Philip James

Impact Partnership Wealth, LLC

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About Aaron Philip James

Aaron Philip James is a financial advisor registered with Impact Partnership Wealth, LLC. Aaron has been in the financial services industry for 8 years and has a combined Series 7 and 66 license. Aaron is based in Hyattsville, MD and has previous experience with J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Aaron specializes in financial planning, educational seminars, and portfolio management for individuals.

Firm Information

Aaron James is currently registered with Impact Partnership Wealth, LLC. Impact Partnership Wealth, LLC is a financial advisory firm headquartered in Marietta, Georgia. The firm offers financial planning, portfolio management for individuals and investment companies, and educational seminars. Impact Partnership Wealth manages approximately $751.6 million in assets for 7,527 clients.
Impact Partnership Wealth, LLC

1688 WHITE CIRCLE NW

MARIETTA, GA 30066

$751.62M

Assets Under Management

Not reported

Total Clients

58

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aaron James’s Registration & Firm History

MD

02/13/2024 - Present

Impact Partnership Wealth, LLC (Hyattsville MD)

MD

03/28/2023 - 02/01/2024

J.P. MORGAN SECURITIES LLC (College Park MD)

MD

07/19/2017 - 03/31/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLINTON MD)

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Licenses & Designations

BOTH

Issued 09/11/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aaron Philip James.
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