James Glenn Haley
Investment adviser representative at Fenimore Asset Management, Inc.
13 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$5.4BFirm 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 assets
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.
- Fenimore Asset Management, Inc.Jan 2026 to now
- Dividend Assets Capital, LLCMar 2017 to Dec 2025
- Suntrust Advisory ServicesSep 2016 to Mar 2017
- Suntrust BankOct 2013 to Mar 2017
- Suntrust Investment Services, IncOct 2013 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1997
- Series 66 · Uniform Combined State Law2014
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 4 states (FL, MA, NC, SC).
Fenimore Asset Management, Inc.
$5.4BAssets managed
682Clients
19Advisers
51 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
- 2905149
- Firm CRD
- 110946