James Fay (CRD# 6462454) is an Investment Advisor Representative working at Shore Point Advisors, LLC in Brielle, NJ and has over 7 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 2130640
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Shore Point Advisors | Brielle, NJ | May 2018 - Current | 5 |
| Park Avenue Securities | Brielle, NJ | Aug 2015 - Jun 2018 | 2 |
| Guardian Life Insurance | Brielle, NJ | Apr 2014 - Jun 2018 | 4 |
| Police And Firemen's Insurance Association | Carmel, IN | Jan 2005 - Nov 2016 | 11 |
| Monmouth County | Freehold, NJ | Jul 1990 - Jul 2015 | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2017 |
| S63 | Uniform Securities State Law Examination | Aug 2016 |
- NJ
-
Total Assets Under Management213MILLIONS
-
Total Number of Accounts1,405ACCOUNTS
-
Average Account Value$151,393
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
CA, FL, ME, NJ, NY, SC, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.