James Hayes, financial advisor Mequon WI
93 score

James Hayes

CRD Number: 5631594
Current Firm: Pegasus Partners

James Hayes (CRD# 5631594) is an Investment Advisor Representative working at Pegasus Partners in Mequon, WI and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Pegasus Partners Ltd. Mequon, WI Mar 2015 - Current 1
Reinhart Partners, Inc. Mequon, WI Aug 2008 - Mar 2015 6
U.s. Bank Cincinnati, OH Oct 1989 - Aug 2008 18
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2009
Contact Info for James J. Hayes
Phone Number: 262-478-9009
Registered State(s):
  • OH
  • WI
By the Numbers
  • Total Assets Under Management
    1,056
    MILLIONS
  • Total Number of Accounts
    1,294
    ACCOUNTS
  • Average Account Value
    $815,886
Compensation Options
  • A percentage of assets under your management
  • 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

AZ, CA, FL, IL, MA, NY, OH, TX, VT, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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