James Matthew Beenders
Investment adviser representative at Tiller Private Wealth, Inc.
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$730.3MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Tiller Private Wealth, Inc. F/k/a Youngs Advisory Group, Inc.Jan 2022 to now
- Tiller Private Wealth, Inc.Jan 2007 to now
- Youngs Advisory Group, Inc.Jan 2007 to Jan 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Tiller Private Wealth, Inc.
$730.3MAssets managed
348Clients
5Advisers
29 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
- 2402877
- Firm CRD
- 111268