Aaron
James
Impact Partnership Wealth, LLC
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About this Advisor
Aaron James is a financial advisor based in Hyattsville, Maryland, working with Impact Partnership Wealth, LLC. Aaron has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Suntrust Bank, Lyft, J.P. Morgan Securities LLC, Jpmorgan Chase Bank, N.A, Family Of God, LLC, Fog Rides, LLC, Impact Partnership Wealth, LLC, and New Perspective Financial Solutions. Aaron has passed the Series 66 regulatory exam and is registered to provide services in Maryland. Currently, Aaron is part of Impact Partnership Wealth, LLC, which operates out of Hyattsville, Maryland. The firm has 49 offices and 54 employees. The firm manages assets totaling $751.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Impact Partnership Wealth, LLC includes asset-based and fixed fees.
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Impact Partnership Wealth, LLC Brokerage Details
$751,621,346
54
7,527
$99,857
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Aaron James Work History
Impact Partnership Wealth, LLC
New Perspective Financial Solutions
Fog Rides, LLC
Family Of God, LLC
J.P. Morgan Securities LLC
Jpmorgan Chase Bank, N.A
Lyft
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Suntrust Bank
Bank Of America, N.A
Disclosures
Please visit the SEC profile of Aaron James to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Impact Partnership Wealth, LLC
Egg Harbor Twp, NJ
Denver, CO
Marietta, GA
Alexandria, VA
Monmouth, OR
Marietta, GA
Marietta, GA
Marietta, GA
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