James Manon, financial advisor Odenton MD

James Manon

CRD Number: 7514037
Current Firm: First Command Advisory Services

James Manon (CRD# 7514037) is an Investment Advisor Representative working at First Command Advisory Services in Odenton, MD and has 1 year of experience in the finance industry.

Similar Advisors
Basil Herzstein, financial advisor Odenton MD
Basil D. Herzstein
CRD# 2247685
Equitable Advisors, LLC
Similar Advisors
 , financial advisor Odenton MD

CRD# 2962660
Grove Point Advisors, LLC
Similar Advisors
Erik Johnson, financial advisor Odenton MD
Erik D. Johnson
CRD# 2185673
Cornerstone Advisory
Company Name Location Dates Years
First Command Brokerage Services, Inc. Fort Worth, TX Nov 2022 - Current 1
First Command Advisory Services, Inc. Fort Worth, TX Nov 2022 - Current 1
First Command Insurance Services, Inc. Fort Worth, TX Nov 2022 - Current 1
First Command Brokerage Services, Inc. Fort Worth, TX Mar 2022 - Nov 2022 < 1
Hops And Vines Odenton, MD Jun 2020 - Jul 2022 2
Favor San Angelo, TX Nov 2019 - May 2020 < 1
Ryder International Rochelle, IL Jul 2019 - Nov 2019 < 1
Mariano's Chicago, IL Oct 2015 - Jul 2019 3
Mburger Chicago, IL Aug 2011 - Oct 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2022
Contact Info for James R. Manon
Phone Number: 817-731-8621
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    17,482
    MILLIONS
  • Total Number of Accounts
    107,959
    ACCOUNTS
  • Average Account Value
    $161,929
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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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 derived from SEC.gov data covering 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.

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.