JV
JV

James Vandenheuvel

12 Years of Experience
Jacksonville, FL
1 Disclosure

James Vandenheuvel is a registered investment advisor at Eversource Wealth Advisors, LLC, based in Jacksonville, FL, with 12 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 4,050 clients with $4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
71 advisors
Number of Clients
4,050 clients
Average Client Portfolio
$976K average
Assets Under Management
$4.0B

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M2.00%
$3M+2.00%

The above fee schedule is used as a guideline only. Account Asset Value ranges and applicable fees are subject to negotiation in EverSource’s sole discretion and will vary among different advisors and clients.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

6101 Gazebo Park North, Suite 105, Jacksonville, FL, 32257

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2017
Denied
Employment History
Current Registrations
Eversource Wealth Advisors, LLC
June 2023 - Present · 3 yrs 3 mos
Previous Registrations
Securian Financial Services, INC.
August 2019 - June 2023 · 3 yrs 10 mos
Securian Financial Services, INC.Broker
August 2015 - June 2023 · 7 yrs 10 mos
Metlife Securities INC.Broker
January 2015 - August 2015 · 7 mos
New England SecuritiesBroker
January 2014 - January 2015 · 1 yr
State Registrations2 states
FLTX
Advisor

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.