Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Patrick Henry is an investment advisor representative associated with EP Wealth Advisors. James has been in the industry since September 2005. James holds a Series 66, Series 65, and Series 7 license and is currently registered in California, Oklahoma, and Texas. James' previous experience includes working with Neuberger Berman LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan advisory services & tax preparation services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
07/09/2024 - Present
EP Wealth Advisors (Dallas TX)
TX
09/02/2005 - 02/16/2011
NEUBERGER BERMAN LLC (DALLAS TX)
IA
Issued 07/29/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/31/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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