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James Joseph Ahern

Bison Advisors

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About James Joseph Ahern

James Ahern is an investment advisor representative registered with Bison Advisors, which manages over $2.7 billion in assets. James has been working in the financial services industry since 2017. His previous work experience includes positions at LPL Financial LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Gladstone Wealth Partners. James holds the Series 66, Series 7, and SIE licenses. He provides financial planning, pension consulting, educational seminars, and portfolio management services for individuals and businesses.

Firm Information

James Ahern is currently registered with Bison Advisors. Bison Advisors is an investment advisory firm based in HARTWELL, GA, with approximately $1 billion - $10 billion in assets under management. The firm provides a range of advisory services, including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals and businesses. Bison Advisors serves a diverse client base, including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies. They have a team of 45 licensed agents, 66 investment adviser representatives, and 14 registered representatives.
Bison Advisors

122 W. FRANKLIN ST.

HARTWELL, GA 30643

$2.75B

Assets Under Management

Not reported

Total Clients

20

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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James Ahern’s Registration & Firm History

GA

01/02/2025 - Present

Bison Advisors (ATLANTA GA)

NY

05/15/2019 - 01/20/2023

LPL FINANCIAL LLC (MELVILLE NY)

NY

09/12/2017 - 04/10/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MELVILLE NY)

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Licenses & Designations

BOTH

Issued 12/13/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/10/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/12/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Joseph Ahern.
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