James Veal, financial advisor Philadelphia PA

James Veal

CRD Number: 2322562
Current Firm: Iams Wealth Management, LLC

James Veal (CRD# 2322562) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Philadelphia, PA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Iams Wealth Management, LLC Elkhorn, NE Jun 2019 - Current 4
Jrv Wealth Management Group, LLC Philadelphia, PA Sep 2009 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1993
S65 NASAA Investment Advisors Law Examination Oct 1998
Contact Info for James R. Veal
Phone Number: (888)255-7670
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    213
    MILLIONS
  • Total Number of Accounts
    1,652
    ACCOUNTS
  • Average Account Value
    $129,079
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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

AL, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NV, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

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