JN
CFP
JN
CFP

James Nylund

13 Years of Experience
Portland, ME
BrokerSells Insurance

James Nylund is a CFP-designated registered investment advisor, based in Portland, ME, with 13 years of industry experience.

Location

16 Middle Street, Suite 501B, Portland, ME, 04101

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

James is an owner of GoodNylund Wealth Management and a financial advisor for Steward Partners Global Advisory LLC and Steward Partners Investment Advisory LLC, dedicating minimal time to each. He also serves as a board and committee member for the non-profit Sweetser, spending a few hours per week overseeing their finances and investments.

Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
May 2022 - Present · 4 yrs 2 mos
Steward Partners Investment Advisory, LLC
January 2019 - Present · 7 yrs 6 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
January 2019 - May 2022 · 3 yrs 4 mos
Wells Fargo Clearing Services, LLC
April 2013 - January 2019 · 5 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
March 2013 - January 2019 · 5 yrs 10 mos
State Registrations21 states
AZCACOCTDCFLINMAMDMENCNHNJNYPARISCTXVAVTWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.