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JB
JB

James Edward Buchanan

Hennion & Walsh Asset Management, INC.
7 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Hennion & Walsh Asset Management, INC.
Compensation
Commission-BasedFee-Only (AUM)
Firm Size
67 advisors
Number of Clients
861 clients
Average Client Portfolio
$685K average
Assets Under Management
$590.1M

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only

Location

777 Yamato Road Suite 500, Boca Raton, FL, 33431

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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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Employment History
Current Registrations
Hennion & Walsh Asset Management, INC.
May 2024 - Present · 1 yr 9 mos
Hennion & Walsh, INC.Broker
July 2018 - Present · 7 yrs 7 mos
State Registrations35 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.