James
Mccarron
Svb Wealth
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About this Advisor
James Mccarron is a financial advisor who works out of Boston, Massachusetts with 1 year of industry experience. Mccarron is an employee of Svb Wealth. During their career, Mccarron has held roles at Pickwick Capital Partners, Method Enterprise Advisors LLC, Reg Maven, Enspire Investments, Rsm Us Wealth, Arthur W. Wood Company, Inc, Svb Wealth Advisory, Silicon Valley Bank, Svb Investment Services and Svb Wealth LLC. Mccarron maintains Series 66, Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Massachusetts. Svb Wealth is a financial advisory firm that has its headquarters in Boston, MA. It has offices in 20 locations and a total of 246 advisors. It manages $15 billion in assets under management across its 11,180 accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to 31 charities and foundations. Of its 11,180 client accounts, 57% are held by high-net-worth individuals who have at least $1 million in assets. The business performs a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Financial management fees largely vary depending on which services the firm provides the client. However, fee types billed by Svb Wealth may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Svb Wealth Brokerage Details
$14,755,784,415
246
11,180
$1,319,838
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
James Mccarron Work History
James has been registered as a financial advisor for 1 years.*
Svb Investment Services
Svb Wealth LLC
Silicon Valley Bank
Svb Wealth Advisory
Arthur W. Wood Company, Inc
Rsm Us Wealth
Enspire Investments
Pickwick Capital Partners
Reg Maven
Method Enterprise Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Mccarron 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 Svb Wealth
Miami, FL
New York, NY
San Francisco, CA
Salt Lake City, UT
Denver, CO
Boston, MA
Beverly Hills, CA
Santa Clara, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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