James Michael Marsden
Investment adviser representative at Apeiron
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$852MFirm 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
Experience
16 years in the industry.
- ApeironAug 2017 to now
- Aperion Ria. LLCAug 2017 to now
- Wfg Investments IncMay 2010 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (TX).
Apeiron
Legal name: Apeiron Ria LLC
$852MAssets managed
1,184Clients
11Advisers
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
- 5507490
- Firm CRD
- 289273