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James Andrew Nylund

Steward Partners Investment Advisory, LLC

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About James Andrew Nylund

James Nylund is a financial advisor with Steward Partners Investment Advisory, LLC. James has been in the industry since 2013 and is registered in 26 states. James is a Certified Financial Planner and provides financial planning and investment advice to individuals, high-net-worth individuals, corporations, and charitable organizations. James also provides pension consulting services. Previously, James worked for Raymond James Financial Services, Inc., and Wells Fargo Clearing Services, LLC.

Firm Information

James Nylund is currently registered with Steward Partners Investment Advisory, LLC. Steward Partners Investment Advisory, LLC is an investment advisor with 354 registered representatives and 254 licensed agents. The firm has a total of 45203 accounts under management with assets totaling $20,433,200,577. Steward Partners Investment Advisory, LLC provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. The firm also offers other advisory services including financial consulting. They serve a variety of client types including charitable organizations, corporations or other businesses, high-net-worth individuals, individuals other than high-net-worth, pension and profit sharing plans, and state or municipal government entities.
Steward Partners Investment Advisory, LLC

16 Middle Street

Portland, ME 04101

$20.43B

Assets Under Management

21,758

Total Clients

356

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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financial consulting

Financial consulting

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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James Nylund’s Registration & Firm History

ME

01/17/2019 - Present

Steward Partners Investment Advisory, LLC (Portland ME)

ME

01/17/2019 - 05/27/2022

RAYMOND JAMES FINANCIAL SERVICES, INC. (PORTLAND ME)

ME

03/18/2013 - 01/22/2019

WELLS FARGO CLEARING SERVICES, LLC (PORTLAND ME)

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Licenses & Designations

BOTH

Issued 4/6/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 3/15/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Andrew Nylund.
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