JR
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James Reynolds is a registered investment advisor at Northland Asset Management, based in Minneapolis, MN, with 24 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 785 clients with $360M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
38 advisors
IM Fee
Planning only
Assets Under Management
$359.9M
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
150 South Fifth Street, Suite 3300, Minneapolis, MN, 55402
Get directionsHistory
Regulatory History (2)
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Customer Dispute
June 2021Settled
Customer Dispute
June 2016Settled
Employment History
Current Registrations
Northland Asset Management
May 2008 - Present · 17 yrs 11 mos
Northland Securities, INC.Broker
September 2002 - Present · 23 yrs 7 mos
Previous Registrations
Miller Johnson Steichen Kinnard, INC.Broker
September 2001 - September 2002 · 1 yr
State Registrations25 states
AZCACOFLIAIDILLAMIMNMONCNDNENMNVNYOHORSCSDTXVAWAWI
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.