James Bernard Mcglynn
Investment adviser representative at Fidelity Institutional Wealth Adviser LLC
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$9.4BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Fidelity Institutional Wealth Adviser LLCJun 2025 to now
- Fidelity InvestmentsApr 2024 to now
- Envestnet Asset Management, Inc.Apr 2011 to Apr 2024
- Portfolio Brokerage Services, Inc.Apr 2011 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Fidelity Institutional Wealth Adviser LLC
$9.4BAssets managed
65,862Clients
39Advisers
7 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
- 5007453
- Firm CRD
- 301896