James
Veal
Iams Wealth Management, LLC
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About this Advisor
James Veal is a financial advisor operating in Philadelphia, Pennsylvania with 4 years of industry experience. Veal is on the advisory team at Iams Wealth Management, LLC. Throughout their career, they have worked at Iams Wealth Management, LLC and Jrv Wealth Management Group, LLC. Veal has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Pennsylvania. Iams Wealth Management, LLC is a business that has its headquarters in Omaha, NE. The investment advisory business has offices in 44 locations and a total of 56 people on staff. It administers $153 million in assets among its 1,344 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm advises two charitable organizations. Of its 1,344 customer accounts, just 2% are held by high-net-worth clients who have more than $1 million in assets. Iams Wealth Management, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules vary depending on which service is provided. Fees billed by Iams Wealth Management, LLC may include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Iams Wealth Management, LLC Brokerage Details
$152,658,052
56
1,344
$113,585
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
James Veal Work History
James has been registered as a financial advisor for 4 years.*
Iams Wealth Management, LLC
Jrv Wealth Management Group, 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 Veal 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 Iams Wealth Management, LLC
San Antonio, TX
Lindon, UT
Omaha, NE
Grand Rapids, MI
Rochester, IL
Omaha, NE
Dallas, TX
Omaha, NE
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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