James Henry (CRD# 7642399) is an Investment Advisor Representative working at Morgan Stanley in Middleton, MA and has 1 year of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley | Middleton, MA | Nov 2022 - Current | 1 |
| Unemployed | Reading, MA | Jun 2022 - Oct 2022 | < 1 |
| Saint Anselm College | Manchester, NH | Sep 2018 - May 2022 | 3 |
| United Health Group | Minneapolis, MN | May 2021 - Nov 2021 | < 1 |
| Ubs | Boston, MA | May 2020 - Aug 2021 | 1 |
| Andover Country Club | Andover, MA | May 2019 - Sep 2019 | < 1 |
| Unemployed | Reading, MA | Jun 2018 - Apr 2019 | < 1 |
| Reading Memorial High School | Reading, MA | Aug 2014 - May 2018 | 3 |
| Unemeployed | Reading, MA | Jun 2014 - Jul 2014 | < 1 |
| Parker Middle School | Reading, MA | Sep 2011 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2023 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- CT
- TX
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Total Assets Under Management1,402,426MILLIONS
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Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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