James Mota is a CFP-designated registered investment advisor, based in Jersey City, NJ, with 15 years of industry experience.
Location
30 Montgomery Street, Suite 1201, Jersey City, NJ, 07302
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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 ActivitiesSells Insurance
James is involved in several business activities, including MotaVated LLC, Divorce Logic LLC, The Building Blocks Foundation, New York Divorce University, Foundation for Financial Planning, B. Riley Wealth Insurance, Hudson Point Capital, and The American College of Financial Services Board. He dedicates a significant amount of time to Hudson Point Capital (full-time) and a few hours per week to B. Riley Wealth Insurance.
Employment History
Current Registrations
Arete Wealth Management, LLCBroker
Arete Wealth Advisors, LLC
Previous Registrations
B. Riley Wealth Advisors, INC.
B. Riley Wealth ManagementBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Allstate Financial Services, LLCBroker
MML Investors Services, LLCBroker
Nylife Securities LLCBroker
State Registrations5 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.