James Donald Maher
Investment adviser representative at Archford Capital Strategies, LLC
13 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$1.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed 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
13 years in the industry.
- Valmark Securities, Inc.Jan 2025 to now
- Archford Consulting, LLCAug 2014 to now
- Archford Capital Strategies, LLCMar 2013 to now
- Jim Maher LawMar 2013 to now
- Private Client ServicesJun 2023 to Jan 2025
- Purshe Kaplan Sterling Investments, Inc.Mar 2013 to Jun 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 4 states (IL, IN, MO, TX).
Archford Capital Strategies, LLC
$1.5BAssets managed
861Clients
16Advisers
14 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
- 2326090
- Firm CRD
- 164482