JR
PFS
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
45 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$57.0M
Fee Structure
This document does not contain any fee information. Please refer to Main Street Financial Life Advisors, LLC's brochure for fee details.
Areas of Practice
Investment Management
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Advisor Information
Office location
212 W. Route 38, Suite 600, Moorestown, NJ, 08057
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
James is an investment adviser representative at CWM, LLC, spending about half his time providing investment advisory services. He is also a principal at a CPA firm, managing principal at a real estate holding company and fee-only insurance consulting firm, and a part-time instructor at Temple University.
Employment History
Current Registrations
Main Street Financial Life Advisors, LLC
September 2023 - Present · 2 yrs 4 mos
Cwm, LLC
February 2021 - Present · 4 yrs 11 mos
Previous Registrations
Main Street Financial Life Advisors, LLC
January 2022 - December 2022 · 11 mos
Main Street Financial Life Advisors, LLC
January 2006 - December 2021 · 15 yrs 11 mos
Zdr Wealth Management, LLC
August 2001 - December 2005 · 4 yrs 4 mos
State Registrations2 states
NJTX
Advisor
Exams
No exam information available for this advisor.