Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Cloud is a financial advisor with Mariner Wealth, a firm with over 130,000 clients and approximately $81 billion in assets under management. James Cloud is a Certified Financial Planner and has been working in the financial services industry since 2010. In addition to his work with Mariner Wealth, James Cloud is also a board member and treasurer of The Roaring Brook Foundation, Inc., a non-profit organization that serves children in the community.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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OH
10/29/2020 - Present
Mariner Wealth (CINCINNATI OH)
Active
Inactive
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