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James Bernard Scanlon

Spire Wealth Management, LLC

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About James Bernard Scanlon

James Scanlon is a financial advisor at Spire Wealth Management, LLC. James is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in the financial services industry. James has held previous roles at UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. James is registered with the state of Pennsylvania to provide investment advisory services.

Firm Information

James Scanlon is currently registered with Spire Wealth Management, LLC. Spire Wealth Management, LLC is an investment advisor headquartered in McLean, VA. They have 58 licensed agents, 87 investment advisor representatives, 84 registered representatives, 93 investment advisory functions, and 4 adviser reps for other investment advisers. They offer a range of services, including financial planning, pension consulting, insurance, retirement & estate planning, divorce planning, and selection of other advisers. They manage assets for individuals, corporations, and charitable organizations, and participate in a wrap fee program. They have $4,777,743,993 in regulatory assets under management.
Spire Wealth Management, LLC

7901 JONES BRANCH DR.

MCLEAN, VA 22102

$4.78B

Assets Under Management

80

Total Clients

73

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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insurance, retirement & estate planning, divorce planning

Insurance, retirement & estate planning, divorce planning

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 Scanlon’s Registration & Firm History

VA

01/15/2016 - Present

Spire Wealth Management, LLC (MCLEAN VA)

PA

08/30/2002 - 05/13/2009

UBS FINANCIAL SERVICES INC. (PITTSBURGH PA)

NY

08/07/1996 - 09/06/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/05/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/22/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/06/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Bernard Scanlon.
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