James Dwyer, financial advisor Overland Park KS
93 score

James Dwyer

CRD Number: 6025719
Current Firm: Convergence Investment Partners, LLC

James Dwyer (CRD# 6025719) is an Investment Advisor Representative working at Convergence Investment Partners, LLC in Overland Park, KS and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Convergence Investment Partners Leawood, KS Aug 2016 - Current 1
Montage Investments Leawood, KS Sep 2011 - Aug 2016 4
Montage Securities Leawood, KS Feb 2011 - Aug 2016 5
Unemployed Leawood, KS Jun 2011 - Sep 2011 < 1
College Coaches Network Leawood, KS Oct 2010 - Jun 2011 < 1
Unemployed Leawood, KS Oct 2010 - Jan 2011 < 1
Coffman Group Overland Park, KS Feb 2010 - Oct 2010 < 1
Vigix Overland Park, KS Jan 2010 - Feb 2010 < 1
City Of Overland Park Overland Park, KS Apr 2009 - Oct 2009 < 1
Unemployed Kansas City, MO Feb 2009 - Apr 2009 < 1
Mindshare New York, NY Jan 2008 - Jan 2009 1
Curtis & Associates Overland Park, KS Aug 2007 - Jan 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for James R. Dwyer
Phone Number: 262-240-0117
Firm Website: http://www.investcip.com
Registered State(s):
  • KS
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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