James Mcglynn is a CFP-designated registered investment advisor, based in Avon Lake, OH, with 14 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Avon Lake, OH
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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.
Learn about disclosures →Employment History
Current Registrations
National Financial Services LLCBroker
February 2026 - Present · 8 mos
National Financial Services LLC
February 2026 - Present · 8 mos
Fidelity Institutional Wealth Adviser LLC
June 2025 - Present · 1 yr 4 mos
Fidelity Brokerage Services LLCBroker
December 2024 - Present · 1 yr 10 mos
Fidelity Brokerage Services LLC
December 2024 - Present · 1 yr 10 mos
Previous Registrations
Envestnet Pmc
June 2023 - April 2024 · 10 mos
Envestnet Pmc
April 2014 - June 2023 · 9 yrs 2 mos
Portfolio Brokerage Services, INC.Broker
July 2011 - February 2020 · 8 yrs 7 mos
Jackson National Life Distributors LLCBroker
March 2011 - March 2011 · 0 mos
State Registrations4 states
MAOHRITX
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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