James
Byrne

Securian Financial Services, Inc

CRD#5863653
Investment Advisor
in Belmar, NJ

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About this Advisor

James Byrne is an advisor who lives in Belmar, New Jersey. Currently an advisor at Securian Financial Services, Inc, they have accumulated 11 years of experience as a registered advisor. Byrne maintains Series 63 and Series 66 licenses, qualifying them as a securities representative. Byrne can serve clients based out of New Jersey. Throughout their career, they have worked at Morgan Stanley Smith Barney, Montclair Golf Club, Merrill Lynch, Axa Advisors, LLC, Securian Financial Services Inc, Minnesota Life Insurance Co and Mid Atlantic Resource Group. Securian Financial Services, Inc is located in Belmar, New Jersey, and has 172 other brick-and-mortar locations in the country. As a firm, Securian Financial Services, Inc oversees $10 billion in assets throughout 39,256 accounts and employs more than 1,635 people. The firm's total assets under management places it among the largest investment advisory firms in the nation. The firm manages 10,216 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 15% of the advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Securian Financial Services, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

12 years

Services Offered

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1800 Route 34 Building 2 Suite 201
Belmar, NJ 07719

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Securian Financial Services, Inc Brokerage Details

Total Assets Under Management

$9,618,552,924

NJ Average: $5,289,111,388
Total Number of Employees

1,635

NJ Average: 157
Total Number of Accounts

39,256

NJ Average: 8,262
Average Account Size

$245,021

NJ Average: $640,173

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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
  • Educational seminars/workshops

James Byrne Work History

James has 12 years of experience.

2019 - Present (1 year)

Securian Financial Services Inc

2019 - Present (1 year)

Minnesota Life Insurance Co

2019 - Present (1 year)

Mid Atlantic Resource Group

2012 - 2019 (7 years)

Axa Advisors, LLC

2011 - 2011 (< 1 year)

Merrill Lynch

2010 - 2011 (1 year)

Morgan Stanley Smith Barney

2008 - 2010 (2 years)

Montclair Golf Club

Disclosures

James Byrne has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securian Financial Services, Inc

Tyler Anderson
Overland Park, KS
Stephen Haney
Tulsa, OK
Michael Delaney
Towson, MD
Kristin Printon
Minneapolis, MN
Christopher Shippey
Houston, TX
Raymond Comiskey
Novi, MI
Joshua Curmi
Southfield, MI
Gage Hough
Phoenix, AZ

This content was compiled from the SEC and FINRA.

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