James Henyey is a CFP-designated registered investment advisor, based in Cleveland, OH, with 35 years of industry experience.
Location
6200 Rockside Road, Suite 100, Cleveland, OH, 44131
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Regulatory History
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 ActivitiesSells Insurance
James is an independent insurance agent selling disability, life, accident, and health insurance since 1990, dedicating minimal time to this. He is also a financial advisor at Vantage Financial Group, spending about a quarter of his time there, and a co-owner of 6200 Rockside Road LLC, which owns the building that Vantage Financial Group leases, dedicating minimal time to this.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Vantage Financial Group, INC.
Previous Registrations
Walnut Street Securities, INC.Broker
State Registrations17 states
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