James Scott, financial advisor Cherry Hill NJ
90 score

James Scott

CRD Number: 5958372
Current Firm: Signator Investors, Inc.

James Scott (CRD# 5958372) is an Investment Advisor Representative working at Signator Investors, Inc. in Cherry Hill, NJ and has over 4 years of experience in the finance industry. James Scott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Jhfn Sii My Laurel, NJ Jul 2011 - Current 5
Harrisburg Regional Chamber And Credc Harrisburg, PA Sep 2010 - May 2011 < 1
Messiah College Grantham, PA Sep 2007 - May 2011 3
Saxbys Coffee Haverford, PA May 2009 - Aug 2009 < 1
Moorestown Twp. Parks And Rec Moorestown, NJ Jun 2003 - Aug 2007 4
Moorestown Public Schools Moorestown, NJ Sep 2000 - Jun 2007 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for James W. Scott
Phone Number: 800-543-6611
Registered State(s):
  • DE
  • OH
  • VA
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    2,196
    MILLIONS
  • Total Number of Accounts
    25,384
    ACCOUNTS
  • Average Account Value
    $86,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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