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JS
CFP · ChFC
JS
CFP · ChFC

James Stahl

LPL Financial LLC
20 Years of Experience
Cherry Hill, NJ
BrokerSells Insurance
View SEC Summary
View SEC Summary

James Stahl is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Cherry Hill, NJ, with 20 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

817 Berlin Rd, Cherry Hill, NJ, 08034

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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 a contractor for Saline Wealth Management Group as an insurance agent selling fixed annuities, life/health, and long-term care insurance, dedicating minimal time to this. He also works nearly full-time as a registered representative and investment advisor representative under a DBA with Saline Wealth Management Group and owns Stahl Capital Group, LLC for accounting purposes, dedicating minimal time to it. James also owns Flower Building LLC, which owns the location of his branch office, dedicating minimal time to it.

Employment History
Current Registrations
LPL Financial LLCBroker
July 2025 - Present · 1 yr 3 mos
LPL Financial LLC
July 2025 - Present · 1 yr 3 mos
Previous Registrations
Next Financial Group, INC.Broker
October 2012 - July 2025 · 12 yrs 9 mos
Next Financial Group, INC.
October 2012 - July 2025 · 12 yrs 9 mos
LPL Financial LLC
November 2007 - November 2012 · 5 yrs
LPL Financial LLCBroker
June 2007 - November 2012 · 5 yrs 5 mos
Morgan Stanley Dw INC.Broker
March 2004 - January 2005 · 10 mos
State Registrations41 states
AKALAZCACOCTDCDEFLGAIAIDILINKYLAMAMDMEMIMSNCNHNJNMNVNYOHOKORPAPRRISCTNTXUTVAVTWAWV
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.
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