James Kenerly is a ChFC-designated registered investment advisor at M Holdings Securities, INC., based in Greensboro, NC, with 20 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 3,621 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
M Holdings Securities offers various investment management programs with different fee structures. Some programs have wrap fees that cover advisory, brokerage, and custodial services in one fee. Other programs charge advisory fees separately from brokerage and other costs. Fees are negotiable with your financial professional and vary depending on the program chosen and the amount of assets managed. The maximum fee for WealthPursuit Wrap Fee Programs is limited to 3%. MPP Wrap Program fees will not exceed 1.36% for accounts with at least $150,000 in assets. WealthPursuit Prime fees are limited to a maximum rate of 3%.
Location
1250 Revolution Mill Drive, Suite 150, Greensboro, NC, 27405
Get directionsHistory
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 Activities
James is an author who writes, publishes, and distributes children's books under the name Jay Kenerly DBA Rascal Books, spending a few hours per week on this activity. He also serves as the Chief Operating Officer at Plybon & Associates, Inc., dedicating nearly full-time hours to managing staff, marketing, and advising clients, and is a committee member for the Member Firms Relations Committee, spending minimal time on this activity.
Employment History
Current Registrations
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Previous Registrations
Jefferson Pilot Securities CorporationBroker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.