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James Matthew Beenders

Tiller Private Wealth, Inc.

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About James Matthew Beenders

James Beenders is a financial advisor with over 20 years of experience in the industry. James holds Series 6, 7, 9, 10, and 63 licenses. He is also a Certified Financial Planner. James is currently registered with Tiller Private Wealth, Inc. in Pennsylvania and Texas. James has previously been associated with Charles Schwab & Co., Inc., BNY Brokerage Inc., and C. J. M. Planning Corp. James specializes in financial planning, selection of other advisers, and portfolio management for individuals.

Firm Information

James Beenders is currently registered with Tiller Private Wealth, Inc.. Tiller Private Wealth, Inc. is a registered investment advisor headquartered in Bethlehem, Pennsylvania. They provide financial planning and portfolio management services for individuals, high-net-worth individuals, and charitable organizations. The firm has 2 licensed agents and 5 investment advisor representatives and manages approximately $590,696,915 in regulatory assets.
Tiller Private Wealth, Inc.

1412 WALTER STREET

BETHLEHEM, PA 18015

$590.70M

Assets Under Management

Not reported

Total Clients

3

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.

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 Beenders’s Registration & Firm History

PA

04/14/2014 - Present

Tiller Private Wealth, Inc. (BETHLEHEM PA)

PA

07/09/2003 - 01/03/2007

CHARLES SCHWAB & CO., INC. (ALLENTOWN PA)

NY

11/28/2001 - 06/03/2003

BNY BROKERAGE INC. (NEW YORK NY)

NJ

11/30/1993 - 10/18/2001

C. J. M. PLANNING CORP. (POMPTON LAKES NJ)

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Licenses & Designations

BC

Issued 12/27/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/08/2004

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/08/2004

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 11/27/2001

Series 7 - General Securities Representative Examination

BC

Issued 11/29/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Matthew Beenders.
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