James
Murphy

St. Nicholas Private Asset Management, Inc

CRD#6324351
Investment Advisor
in Jacksonville, FL

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About this Advisor

James Murphy is a financial advisor based in Jacksonville, Florida, working with St. Nicholas Private Asset Management, Inc. James has previously held positions at Deutsche Bank Securities Inc, Schroder Investment Management, Wells Fargo Clearing Services, LLC, Wells Fargo Advisors Financial Network, LLC, and St. Nicholas Private Asset Management, Inc. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, James is part of St. Nicholas Private Asset Management, Inc, which operates out of Jacksonville, Florida. The firm has 4 employees and manages assets totaling $130.1 million. The firm serves high-net-worth clients and offers portfolio management for individuals and small businesses. The fee structure at St. Nicholas Private Asset Management, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

6817 Southpoint Parkway Suite 1204
Jacksonville, FL 32216

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St. Nicholas Private Asset Management, Inc Brokerage Details

Total Assets Under Management

$130,066,330

FL Average: $1,855,561,029
Total Number of Employees

4

FL Average: 62
Total Number of Accounts

131

FL Average: 2,474
Average Account Size

$992,873

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

James Murphy Work History

2023 - Present (1 year)

St. Nichols Private Asset Management, Inc

2023 - 2023 (< 1 year)

Wells Fargo Advisors Financial Network, LLC

2020 - 2023 (3 years)

Wells Fargo Clearing Services, LLC

2016 - 2020 (4 years)

Deutsche Bank Securities Inc

2014 - 2016 (2 years)

Schroder Investment Management

Disclosures

Please visit the SEC profile of James Murphy 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 St. Nicholas Private Asset Management, Inc

James Murphy
Jacksonville, FL
Tim Cebulko
Jacksonville, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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