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James Kyle Manley

Tolleson Private Wealth Management

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About James Kyle Manley

James Manley is a financial advisor at Tolleson Private Wealth Management in Dallas, TX. He is also registered in Texas as an Investment Advisor Representative (IAR). James has been in the financial services industry since 2010 and has worked with several well-known firms in the past. James is a Series 3, 7 and 66 licensed representative. His professional background includes working with BNY Mellon Wealth Management and Goldman, Sachs & Co.. James focuses on providing portfolio management for individuals, pooled investment vehicles, and other investment advisors.

Firm Information

James Manley is currently registered with Tolleson Private Wealth Management. Tolleson Private Wealth Management is a Dallas, TX-based registered investment advisor with $8.2 billion in regulatory assets under management. They offer a variety of advisory services, including financial planning, portfolio management for individuals and pooled investment vehicles, and investment due diligence and monitoring. Their client base includes high-net-worth individuals, charitable organizations, and pooled investment vehicles.
Tolleson Private Wealth Management

5500 PRESTON ROAD

DALLAS, TX 75205

$8.22B

Assets Under Management

3

Total Clients

31

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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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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investment due diligence and monitoring

Investment due diligence and monitoring

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 Manley’s Registration & Firm History

TX

09/09/2021 - Present

Tolleson Private Wealth Management (DALLAS TX)

NY

09/29/2010 - 06/10/2015

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 10/04/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/10/2015

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/2010

Series 3 - National Commodity Futures Examination

BC

Issued 09/27/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Kyle Manley.
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