James Allen Vandenheuvel
Investment adviser representative at Eversource Wealth Advisors, LLC
11 yearsExperience
2 statesRegistered in
$5.1BFirm assets
6 yearsFirm in business
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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
- Seminars and workshops
Experience
11 years in the industry.
- Eversource Wealth Advisors, LLCJun 2023 to now
- Capital Financial StrategiesAug 2015 to Jun 2023
- Minnesota Life Insurance CoAug 2015 to Jun 2023
- Securian Financial Services IncAug 2015 to Jun 2023
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Eversource Wealth Advisors, LLC
$5.1BAssets managed
4,338Clients
74Advisers
6 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
- 6290192
- Firm CRD
- 286340