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James Allen Fenstermacher

360 IRA

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About James Allen Fenstermacher

James Allen Fenstermacher is an Investment Advisor Representative at 360 Ira, a firm located in Collegeville, PA. James has been in the financial services industry for over 20 years. James is also an insurance agent. James specializes in providing financial planning, education seminars, and selection of other advisors. James is also a registered Investment Advisor Representative in Pennsylvania.

Firm Information

James Fenstermacher is currently registered with 360 IRA. 360 IRA is a Registered Investment Advisor that provides financial planning, educational seminars, and portfolio management services to individuals. The firm has 4 licensed agents and 4 investment advisor representatives.

Not reported

Assets Under Management

150

Total Clients

4

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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other

Referral fees

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James Fenstermacher’s Registration & Firm History

PA

10/26/2023 - Present

360 IRA (Collegeville PA)

PA

08/03/2022 - 08/22/2023

BANKERS LIFE SECURITIES, INC. (KING OF PRUSSIA PA)

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Licenses & Designations

IA

Issued 07/07/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/31/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/03/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/15/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Allen Fenstermacher.
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