James Morgart (CRD# 1964226) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in East Brunswick, NJ and has over 34 years of experience in the finance industry.
CRD# 4632189
Sarsi, LLC
CRD# 4846117
Hightower Advisors, LLC
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Red Bank, NJ | Mar 2020 - Current | 4 |
| Ameriprise Financial Services, Inc. | Red Bank, NJ | Jun 2014 - Mar 2020 | 5 |
| James Morgart Cpa | East Brunswick, NJ | Jul 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1989 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2014 |
- NJ
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, 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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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