James
Nylund

Steward Partners Investment Advisory, LLC

CRD#6159293
Investment Advisor
in Portland, ME

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About this Advisor

James Nylund is a certified financial planner working out of Portland, Maine, who has 12 years of professional experience. Nylund currently works for Steward Partners Investment Advisory, LLC. The advisor has gained experience at Wells Fargo Advisors, LLC, Sinclair Broadcast Group, Wells Fargo Clearing Services, LLC, Raymond James Financial Services, Inc, Steward Partners Global Advisory, LLC, Steward Partners Investment Advisory, LLC and Rental Real Estate. Nylund maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Maine and Texas. Steward Partners Investment Advisory, LLC is a registered investment firm operating out of Portland, Maine. The investment advisory business has offices in 41 locations and a total of 312 people on staff. It administers $13 billion in assets under management between its 24,702 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 35 charitable organizations. Of its 24,702 customer accounts, 56% belong to high-net-worth individuals who have at least $1 million in investable assets. Steward Partners Investment Advisory, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees for financial management are based on which service is offered. Fee types billed by Steward Partners Investment Advisory, LLC likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

16 Middle Street Suite 501B
Portland, ME 04101

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Steward Partners Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$13,247,263,393

ME Average: $7,464,549,021
Total Number of Employees

312

ME Average: 88
Total Number of Accounts

24,702

ME Average: 3,892
Average Account Size

$536,283

ME Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

James Nylund Work History

James has 12 years of experience.

2019 - Present (3 years)

Raymond James Financial Services, Inc

2019 - Present (3 years)

Steward Partners Global Advisory, LLC

2019 - Present (3 years)

Steward Partners Investment Advisory, LLC

2019 - Present (3 years)

Rental Real Estate

2016 - 2019 (3 years)

Wells Fargo Clearing Services, LLC

2013 - 2016 (3 years)

Wells Fargo Advisors, LLC

2010 - 2013 (3 years)

Sinclair Broadcast Group

Disclosures

James Nylund has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Steward Partners Investment Advisory, LLC

Charles Devoe
New York, NY
Edith David
New York, NY
Rebecca O'Bryon
New York, NY
Stephanie Roberts
Albany, NY
Dino Johnson
Albany, NY
Joshua Holt
New York, NY
Gene Dooley
New York, NY
Mariah Pelletier
New York, NY

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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