James Wiegel is a registered investment advisor, based in Portsmouth, NH, with 21 years of industry experience.
Location
100 Market Street, Suite 203, Portsmouth, NH, 03801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is a National Accounts Manager at Wellesley Asset Management, dedicating full-time hours to this role. He also holds various volunteer and finance-related positions at several organizations, including museums, historical societies, and clubs, requiring minimal time commitments.
Employment History
Current Registrations
Foreside Fund Services, LLC
Foreside Fund Services, LLCBroker
Wellesley Asset Management, INC.
Previous Registrations
Northern Lights Distributors, LLCBroker
Fundquest Incorporated
Wingate Capital CorporationBroker
MML Investors Services, INC.Broker
The Advisors Group, INC.Broker
Carillon Investments, INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.