ADVISOR BIO

James Wildesen is a financial advisor with Morgan Stanley. James has been in the industry since February 18, 2010. James holds a Series 7, Series 10, Series 24, Series 63, and Series 65 license and is registered with the Financial Industry Regulatory Authority (FINRA) and registered in 53 states. Prior to joining Morgan Stanley, James worked at Goldman Sachs Custody Solutions and FolioFN Investments, Inc.

SPECIALIZATIONS

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.

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ADVISOR BIO

James B Harris is a registered representative with Morgan Stanley. James has a Series 99TO and a SIE license. James has been in the industry since April 16, 2024. James has a branch office location in Baltimore, MD. Morgan Stanley is a large investment firm headquartered in Purchase, NY with $10 Billion - $50 Billion in assets under management.

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ADVISOR BIO

James Louis Mugele is a financial advisor at Robert W. Baird & Co. Inc. James has over 24 years of experience in the financial services industry and has been registered with FINRA since 1999. James is a Series 66, Series 7, Series 31 and SIE licensed professional. James is registered in 15 states and has been with Robert W. Baird & Co. Inc. since 2009. James specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles. James also provides financial planning, pension consulting and educational seminars.

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ADVISOR BIO

James Vermilye is a financial advisor with Morgan Stanley. James has been in the financial services industry since 1997 and has held a variety of roles with different firms. James holds the Series 63, Series 65, Series 7, Series 9, Series 10 and Series 24 licenses. James also holds the Certified Financial Planner designation. James provides financial planning, portfolio management, and investment advisory services to a wide range of clients. James is registered to provide investment advice and sell securities in multiple states.

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ADVISOR BIO

James Edward Zurad is a registered investment advisor representative with T. Rowe Price Associates, Inc. in Baltimore, MD. James has been in the industry since 1997 and has a broad range of experience in securities, investment company products, and commodity futures. James holds the Series 3, 6, 7, 24, 63, 65, and 66 licenses.

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ADVISOR BIO

James Christopher Roumell is a financial advisor with over 20 years of experience in the industry. James is currently registered with Roumell Asset Management, LLC in Maryland. James has also previously worked with Raymond James Financial Services, Inc., Robert Thomas Securities, Inc, IFG Network Securities, Inc., and Derand/Pennington/Bass, Inc. James is a Series 65, Series 63, Series 24 and Series 7 licensed professional. James specializes in managing portfolios for individuals and investment companies.

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ADVISOR BIO

James David Bailey is an investment advisor representative with Torray Investment Partners LLC in Bethesda, Maryland. James has been in the industry since at least July 2010. James is a Chartered Financial Analyst (CFA) and holds the Series 65 license. James specializes in providing portfolio management services to individuals, businesses, and investment companies. James has been registered as an investment advisor representative in Maryland since October 2014.

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ADVISOR BIO

James Edward Furletti is a financial advisor who has been working in the industry since January 24, 2000. James is currently registered with Robert W. Baird & Co. Inc. in Baltimore, MD. James previously worked at CITIGROUP GLOBAL MARKETS INC. in Towson, MD and LEGG MASON WOOD WALKER, INCORPORATED in Baltimore, MD. James has been active in the industry for over 22 years and has a wide range of experience in the securities industry.

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ADVISOR BIO

James Minh Nguyen is an investment advisor representative at Chevy Chase Trust Co. with experience in the financial services industry. Nguyen is licensed in District of Columbia, Maryland, and Virginia. Nguyen's areas of expertise include portfolio management for businesses, individuals, and pooled investment vehicles. Nguyen has passed the Series 65 exam. Nguyen has a background in financial services, having worked at BDO Wealth Advisors, LLC, COMPLEX CAPITAL MANAGEMENT, LLC, Lockheed Martin Investment Management, and Biegel Waller.

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