JM
James Mcdonald
from Wise Wealth Management, LLC
James Mcdonald is a financial advisor based in New York, New York,
with 27 years of experience. James currently works for
Wise Wealth Management, LLC.
James maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
James Mcdonald works at Wise Wealth Management, LLC
Wise Wealth Management, LLC is a financial advisory firm based in New York, New York. It currently has approximately $93,486,888 of assets under management and employs about 2 people. Wise Wealth Management, LLC uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Uniform Investment Adviser Law Examination (S65)
Years registered
10 years
Fee structure
and a percentage of assets under your management
Office location
100 Park Avenue, Suite 1600, New York, New York, 10017
Advisor can help with
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting