JM
JM

James Arthur Mayer

4 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
367 clients
Average Client Portfolio
$944K average
Assets Under Management
$346.3M

Fee Structure

Minimum Investment:None
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Location

20 Cabot Blvd, Suite 300, Masfield, MA, 02048

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History

Regulatory 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.

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Other Business ActivitiesSells Insurance

James is the President of Freedom America Retirement Services of New England, LLC, and an insurance agent offering fixed insurance products. This is his primary business, started in 2018, and takes nearly full-time hours.

Employment History
Current Registrations
Familywealth Asset Management
January 2021 - Present · 5 yrs 1 mo
Familywealth
January 2021 - Present · 5 yrs 1 mo
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.
James Arthur Mayer - Financial Advisor | TrueAdvisor