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James P Schwendeman

Ritholtz Wealth Management

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About James P Schwendeman

James P. Schwendeman is a financial advisor at Ritholtz Wealth Management and is registered as an Investment Advisor Representative in Kentucky. James has a variety of professional certifications, including Certified Financial Planner and Chartered Financial Consultant. He specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. James has over eight years of experience in the financial services industry.

Firm Information

James Schwendeman is currently registered with Ritholtz Wealth Management. Ritholtz Wealth Management is an investment advisory firm located in NEW YORK, NY. They offer a variety of services including financial planning, pension consulting, selection of other advisers, and portfolio management for individuals and businesses. The firm has a total of 10,501 client accounts with a total of $5,044,156,635 in assets under management.
Ritholtz Wealth Management

24 WEST 40TH STREET

NEW YORK, NY 10018

$5.04B

Assets Under Management

Not reported

Total Clients

37

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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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.

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good advice; liftoff - automated advisory services

Good advice; liftoff - automated advisory services

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 Schwendeman’s Registration & Firm History

NY

05/09/2023 - Present

Ritholtz Wealth Management (NEW YORK NY)

KY

11/02/2017 - 05/19/2023

NATIONWIDE INVESTMENT SERVICES CORPORATION (FRANKFORT KY)

KY

05/31/2017 - 10/31/2017

FIFTH THIRD SECURITIES, INC. (LEXINGTON KY)

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Licenses & Designations

IA

Issued 12/04/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/22/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/31/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James P Schwendeman.
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