James Mayer (CRD# 2261997) is an Investment Advisor Representative working at Familywealth Asset Management in Masfield, MA and has over 3 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Freedom America Retirement Services Of New England LLC | Mansfield, MA | Jan 2018 - Current | 6 |
| Unemployed | Mansfield, MA | Jun 2017 - Dec 2017 | < 1 |
| Voya Financial | Braintree, MA | Apr 2014 - Jun 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2020 |
- MA
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Total Assets Under Management175MILLIONS
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Total Number of Accounts715ACCOUNTS
-
Average Account Value$244,830
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Other
- 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
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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