James Dwyer, financial advisor Leawood KS
90 score

James Dwyer

CRD Number: 6025719
Current Firm: Montage Investments, LLC

James Dwyer (CRD# 6025719) is an Investment Advisor Representative working at Montage Investments, LLC in Leawood, KS and has over 5 years of experience in the finance industry.

Similar Advisors
Clint Haynes, financial advisor Leawood KS
Clint Haynes
CRD# 4412753
Nextgen Wealth, LLC
Similar Advisors
Paul McClain, financial advisor Leawood KS
Paul A. McClain
CRD# 1982523
Freedom Wealth Advisors, LLC
Similar Advisors
Michael Searcy, financial advisor Leawood KS
Michael J. Searcy
CRD# 821456
Searcy Financial Services, Inc.
Company Name Location Dates Years
Montage Investments Leawood, KS Sep 2011 - Current 6
Montage Securities Leawood, KS Feb 2011 - Current 7
Unemployed Leawood, KS Jun 2011 - Sep 2011 < 1
College Coaches Network Leawood, KS Oct 2010 - Jun 2011 < 1
Unemployed Leawood, KS Oct 2010 - Jan 2011 < 1
Coffman Group Overland Park, KS Feb 2010 - Oct 2010 < 1
Vigix Overland Park, KS Jan 2010 - Feb 2010 < 1
City Of Overland Park Overland Park, KS Apr 2009 - Oct 2009 < 1
Unemployed Kansas City, MO Feb 2009 - Apr 2009 < 1
Mindshare New York, NY Jan 2008 - Jan 2009 1
Curtis & Associates Overland Park, KS Aug 2007 - Jan 2009 1
Vahooz Leawood, KS May 2007 - Aug 2007 < 1
University Of Kansas Lawrence, KS Aug 2002 - May 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for James R. Dwyer
Phone Number: 913-647-9700
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from James Dwyer and other advisors.
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.