JC
JC

James Keen Cornell

23 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
102 clients
Average Client Portfolio
$13.7M average
Assets Under Management
$1.4B

Fee Structure

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Location

2310 Washington Street, 3rd Floor, Newton Lower Falls, MA, 02462

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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
Fiduciary Wealth Partners, LLC
June 2015 - Present · 10 yrs 8 mos
Previous Registrations
Global Portfolio Strategies, INC.
February 2008 - August 2010 · 2 yrs 6 mos
Fidelity Personal Trust Company, Fsb
February 2001 - March 2007 · 6 yrs 1 mo
Strategic Advisers, INC.
November 1997 - February 2008 · 10 yrs 3 mos
State Registrations2 states
MANH
Advisor
Exams
No exam information available for this advisor.
James Keen Cornell - Financial Advisor | TrueAdvisor