James Meanix, financial advisor King Of Prussia PA
96 score

James Meanix

CRD Number: 1289380
Current Firm: Northwestern Mutual Investment Services,llc

James Meanix (CRD# 1289380) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in King Of Prussia, PA and has over 20 years of experience in the finance industry. James Meanix 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
Northwestern Mutual Wealth Management Company Mmilwaukee, WI Jun 2008 - Current 8
Northwestern Mutual Investment Services, LLC Milwaukee, WI Aug 1996 - Current 20
The Northwestern Mutual Life Insurance Milwaukee, WI Oct 1983 - Current 33
Northwestern Mutual Investment Services, LLC Wayne, PA Feb 2006 - Mar 2016 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1996
S66 NASAA Uniform Combined State Law Examination Sep 2006
Contact Info for James H. Meanix
Phone Number: 866-664-7737
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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
96
Clean Record
This advisor has a clean track record with regulators.

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