Years of Experience
5-20+ Years
Chester, MD
27 Years Experience
1 Disclosures
ADVISOR BIO
James Brown is a financial professional with over 24 years of experience in the financial services industry. James is currently registered as an investment advisor representative with State Farm Investment Management Corp. and has Series 6, 26, and 63 securities licenses. James specializes in providing portfolio management for individuals and investment companies.
SPECIALIZATIONS
BEL AIR, MD
1 Years Experience
0 Disclosures
ADVISOR BIO
James Hennessey is an active investment advisor representative at Edward Jones. James Hennessey has been in the industry since 2024. He specializes in portfolio management for businesses and individuals. He also offers financial planning and selection of other advisers. James Hennessey is registered with the state of Maryland and the state of Texas. He is also registered with FINRA. James Hennessey is licensed to sell securities in the following states: Arizona, California, District of Columbia, Florida, Maine, Maryland, New Jersey, New York, Pennsylvania, South Carolina, Virginia, and Washington. James Hennessey also owns a martial arts studio in Bel Air, Maryland.
SPECIALIZATIONS
LINTHICUM, MD
21 Years Experience
0 Disclosures
ADVISOR BIO
James Mellendick is a financial advisor with LPL Financial LLC, located in Linthicum, MD. James has been in the financial services industry since December 19, 2004. James has held previous positions at Wells Fargo Advisors, LLC, Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated. James specializes in providing financial planning, portfolio management for individuals and businesses, and consulting services.
SPECIALIZATIONS
ROCKVILLE, MD
27 Years Experience
2 Disclosures
ADVISOR BIO
James Van Putten Vink is a financial advisor with Grove Point Advisors, LLC. James has over 20 years of experience in the financial services industry. James is registered with the state of Florida to provide investment advice and securities brokerage services. James is also registered with the state of Maryland as a registered representative. James has also been employed by a number of other firms including Waddell & Reed, Ameriprise Financial Services, Inc., Securities America, Inc., Stifel, Nicolaus & Company, Incorporated, Ryan Beck & Co., Prudential Securities Incorporated, and Dean Witter Reynolds Inc.
SPECIALIZATIONS
LUTHERVILLE, MD
22 Years Experience
0 Disclosures
ADVISOR BIO
James Metzbower is a financial advisor with LPL Financial LLC. James has been in the financial services industry since 2003 and has experience working with a variety of clients including high-net-worth individuals, corporations, and charitable organizations. James is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 6, 7, 63, and 65 licenses. James also holds the Securities Industry Essentials (SIE) exam.
SPECIALIZATIONS
ROCKVILLE, MD
0 Disclosures
ADVISOR BIO
James Ackerman is an investment advisor representative at Ackerman Asset Management, LLC. James has been in the industry for over 20 years and has experience with several firms including Citigroup Global Markets Inc. and Punk, Ziegle & Company. James is a registered investment advisor in Maryland and Texas. James provides investment advice to individuals, charitable organizations, and pension and profit-sharing plans.
SPECIALIZATIONS
BALTIMORE, MD
10 Years Experience
0 Disclosures
ADVISOR BIO
James Devin Murphy is a registered representative with Franklin Distributors, LLC. James holds Series 7, Series 63 and SIE licenses. James is licensed in all 50 states and the District of Columbia. James has been in the securities industry since December 15, 2015. James began working with Franklin Distributors, LLC on December 16, 2015.
SPECIALIZATIONS
No specializations listed.
Baltimore, MD
19 Years Experience
0 Disclosures
ADVISOR BIO
James Guidera is an investment advisor representative at Robert W. Baird & Co. Inc. James has been in the financial services industry since 2005. James has a wide range of experience in the financial industry, including previous roles at Franklin Distributors, LLC, Lord Abbett Distributor LLC, and Cerity Partners LLC. James has a comprehensive understanding of investment strategies, including portfolio management for businesses and individuals, and can help you build a customized investment plan that meets your individual needs.
SPECIALIZATIONS
Bethesda, MD
2 Years Experience
0 Disclosures
ADVISOR BIO
James C Lee is a financial advisor registered with Morgan Stanley. James Lee is licensed to offer securities and investment advisory services in 39 states and the District of Columbia. James Lee has 1 state exam, 2 product exams, and has been in the securities industry for less than 1 year.
SPECIALIZATIONS
ROCKVILLE, MD
29 Years Experience
0 Disclosures
ADVISOR BIO
James E. White is an active investment advisor representative with Grove Point Advisors, LLC. James has been in the industry since 1996 and holds the Series 7, Series 52, Series 63, and Series 65 licenses, as well as the SIE exam. Previously, James was registered with Oppenheimer & Co. Inc., Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Citigroup Global Markets Inc.. James works with individual investors, charitable organizations, and pension and profit-sharing plans. James offers financial planning, pension consulting, educational seminars, and portfolio management services.
SPECIALIZATIONS
