James Mayer, financial advisor Masfield MA

James Mayer

CRD Number: 2261997
Current Firm: Familywealth Asset Management

James Mayer (CRD# 2261997) is an Investment Advisor Representative working at Familywealth Asset Management in Masfield, MA and has 1 year of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Freedom America Retirement Services Of New England LLC Mansfield, MA Jan 2018 - Current 4
Unemployed Mansfield, MA Jun 2017 - Dec 2017 < 1
Voya Financial Braintree, MA Apr 2014 - Jun 2017 3
Ing Us Braintree, MA Jul 2008 - Apr 2014 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2020
Contact Info for James A. Mayer
Phone Number: 214-624-1185
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    268
    MILLIONS
  • Total Number of Accounts
    733
    ACCOUNTS
  • Average Account Value
    $366,169
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Other
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MA, MD, MN, MO, MS, MT, NC, NE, NJ, NM, NV, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

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