James Powers, financial advisor Knoxville TN

James Powers

CRD Number: 1320785
Current Firm: Hershey Financial Advisers, LLC

James Powers (CRD# 1320785) is an Investment Advisor Representative working at Hershey Financial Advisers, LLC in Knoxville, TN and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Hershey Financial Advisers, LLC Lancaster, PA Apr 2017 - Current 6
Leigh Baldwin & Company, LLC Cazenovia, NY Feb 2017 - Current 7
Jd Powerd Financial Services Knoxville, TN Feb 2007 - Apr 2017 10
Ssn Advisory, Inc. Oak Ridge, TN Sep 2003 - Feb 2017 13
Securities Service Network, Inc. Knoxville, TN Feb 1996 - Feb 2017 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1984
Contact Info for James D. Powers
Phone Number: 717-295-8888
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    123
    MILLIONS
  • Total Number of Accounts
    1,023
    ACCOUNTS
  • Average Account Value
    $120,278
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MD, NC, TX

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