Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames O'Mealia is an investment advisor representative at BCS Private Wealth Management. James has been in the industry since September 2006, and is registered with the state of New Jersey. James specializes in providing financial planning and portfolio management services to individuals, corporations and charitable organizations. James is also a managing member of Sunnymeath Farms, LLC, a company that owns interests in race horses.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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NJ
06/15/2023 - Present
BCS Private Wealth Management (RUMSON NJ)
Active
Inactive
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