James Arthur Mayer
Investment adviser representative at Familywealth
12 yearsExperience
1 stateRegistered in
$394.6MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- FamilywealthJan 2021 to now
- Freedom America Retirement Services of New England LLCJan 2018 to now
- UnemployedJun 2017 to Dec 2017
- Voya FinancialApr 2014 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (MA).
Familywealth
Legal name: Familywealth Advisers LLC
$394.6MAssets managed
407Clients
15Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2261997
- Firm CRD
- 289193