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James Jonathan Hayes

Constellation Wealth Advisors

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About James Jonathan Hayes

James Jonathan Hayes is a Registered Investment Advisor. James is a Registered Investment Advisor representative of Constellation Wealth Advisors, and has been in the industry since August 2008. James has been employed with Constellation Wealth Advisors since August 2021. James is also a Registered Investment Advisor Representative. James specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, portfolio management for individuals and portfolio management for pooled investment vehicles.

Firm Information

James Hayes is currently registered with Constellation Wealth Advisors. Constellation Wealth Advisors is a Cincinnati, OH-based registered investment advisor with approximately $3.9 billion in regulatory assets under management. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management services for individuals, businesses, pooled investment vehicles, and charitable organizations.
Constellation Wealth Advisors

255 EAST FIFTH ST.

CINCINNATI, OH 45202

$3.90B

Assets Under Management

11

Total Clients

17

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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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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James Hayes’s Registration & Firm History

OH

09/02/2021 - Present

Constellation Wealth Advisors (CINCINNATI OH)

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Licenses & Designations

IA

Issued 04/29/2009

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Jonathan Hayes.
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