JB
JB

James Behr

10 Years of Experience
Mt. Pleasant, SC

James Behr is a registered investment advisor at Stillwater Private Wealth, based in Mt. Pleasant, SC, with 10 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
IM Fee
Planning only
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Location

Mt. Pleasant, SC

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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 Activities

James is the owner of Palm Harbor Advisors, LLC, a non-investment related business, since March 2024. He spends minimal time on this activity and receives income for investment advisory services.

Employment History
Current Registrations
Stillwater Private Wealth
February 2026 - Present · 3 mos
Previous Registrations
Ethos Financial Group, LLC
March 2024 - February 2026 · 1 yr 11 mos
Blue Bell Private Wealth Management, LLC
October 2015 - March 2024 · 8 yrs 5 mos
Blue Bell Private Wealth Management, LLC
August 2014 - October 2014 · 2 mos
State Registrations1 state
SC
Advisor

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Exams
No exam information available for this advisor.