James Checksfield, financial advisor Wayne PA
93 score

James Checksfield

CRD Number: 1232958
Current Firm: Axiom Asset Management

James Checksfield (CRD# 1232958) is an Investment Advisor Representative working at Axiom Asset Management in Wayne, PA and has over 30 years of experience in the finance industry.

Similar Advisors
Thomas McKeon, financial advisor Wayne PA
Thomas F. McKeon
CRD# 2261840
Clothier Springs Capital Management, LLC
Score
106
Similar Advisors
Jeffrey Jones, financial advisor Wayne PA
Jeffrey R. Jones
CRD# 5348132
Cypress Financial Planning
Score
105
Similar Advisors
Richard Welch, financial advisor Wayne PA
Richard M. Welch
CRD# 5955239
Academy Wealth Advisers, LLC
Score
105
Company Name Location Dates Years
Wealthtrust Axiom Wayne, PA Nov 2007 - Current 9
Axiom Asset Management Wayne, PA Jan 2005 - Current 11
Purshe Kaplan Sterling Investments Albany, NY Jan 2005 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1986
S65 NASAA Investment Advisors Law Examination Oct 1994
Contact Info for James A. Checksfield
Phone Number: 610-688-0050
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    587
    MILLIONS
  • Total Number of Accounts
    1,627
    ACCOUNTS
  • Average Account Value
    $360,499
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, CT, DE, FL, MA, MD, NH, NJ, NY, PA, TX, WA

Ready to hire a financial advisor? Get competitive proposals from James Checksfield and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.