James
Muckell
Oneascent Financial Services LLC
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About this Advisor
James Muckell is a financial advisor based in Andover, New Jersey, working with Oneascent Financial Services LLC. James has previously held positions at Nyack College, James G. Muckell Cpa, Mustard Seed Financial Services, LLC, Securities America, Inc, Securities America Advisors, Oneascent Financial Services, and National Planning Corporation. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, James is part of Oneascent Financial Services LLC, which operates out of Andover, New Jersey. The firm has 27 offices and 80 employees. The firm manages assets totaling $1.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Oneascent Financial Services LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Oneascent Financial Services LLC Brokerage Details
$1,788,648,397
80
7,877
$227,072
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
- Other
James Muckell Work History
Oneascent Financial Services
Securities America, Inc
Securities America Advisors
Mustard Seed Financial Services, LLC
James G. Muckell Cpa
Nyack College
National Planning Corporation
Disclosures
Please visit the SEC profile of James Muckell 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 Oneascent Financial Services LLC
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