JM
CFP
JM
CFP

James Donald Maher

28 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthCharitable Giving
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
819 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$1.3B

Fee Structure

Minimum Annual Fee:$2,000
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Location

13 Wolf Creek, Suite 2, Swansea, IL, 62226

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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 involved in several business activities, including accounting and consulting firms, a law practice, and a soccer club board. He also dedicates full-time hours to Archford Capital Strategies, LLC, his RIA, and a few hours per week to fixed insurance product sales.

Employment History
Current Registrations
Valmark Securities, INC.Broker
January 2025 - Present · 1 yr 1 mo
Archford Capital Strategies, LLC
March 2013 - Present · 12 yrs 11 mos
Previous Registrations
Private Client Services, LLCBroker
June 2023 - January 2025 · 1 yr 7 mos
Purshe Kaplan Sterling InvestmentsBroker
March 2013 - June 2023 · 10 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2001 - April 2013 · 12 yrs
Edward JonesBroker
February 1997 - April 2001 · 4 yrs 2 mos
State Registrations10 states
FLIAILINKYMOOHOKRITX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
James Donald Maher - Financial Advisor | TrueAdvisor