James McNally, financial advisor Clemson SC

James McNally

CRD Number: 6677878
Current Firm: J.p. Morgan Securities LLC

James McNally (CRD# 6677878) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Clemson, SC and has over 7 years of experience in the finance industry.

Similar Advisors
David Adrian, financial advisor Clemson SC
David Adrian
CRD# 6714168
Edward Jones
Similar Advisors
John Alexander, financial advisor Clemson SC
John C. Alexander
CRD# 4456936
Apex Capital Management LLC
Similar Advisors
Brian Baker, financial advisor Clemson SC
Brian C. Baker
CRD# 6620152
Strategic Blueprint, LLC
Company Name Location Dates Years
Jp Morgan Chase Bank, N.a. Clemson, SC Jul 2019 - Current 4
Jp Morgan Securities LLC Clemson, SC Jul 2019 - Current 4
Jp Morgan Chase Bank, N.a. Howard Beach, NY Jan 2018 - Aug 2019 1
Jpmorgan Securities LLC Howard Beach, NY Jun 2016 - Aug 2019 3
Clemson University Clemson, SC Aug 2012 - May 2016 3
Arthur M Spiro Institute Clemson, SC Jan 2015 - Jan 2016 1
Town Of Babylon (manager) Babylon, NY May 2015 - Sep 2015 < 1
Town Of Babylon (park Attendant) Babylon, NY May 2014 - Sep 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2016
Contact Info for James P. McNally
Phone Number: 800-999-2000
Registered State(s):
  • NJ
  • NC
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    249,731
    MILLIONS
  • Total Number of Accounts
    1,034,072
    ACCOUNTS
  • Average Account Value
    $241,502
Compensation Options
  • A percentage of assets under your management
  • Other
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)
Types of Clients
Registered States

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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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.