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James Patrick Jurgens

Investment adviser representative at Reynders, Mcveigh Capital Management, LLC
11 yearsExperience
1 stateRegistered in
$4.2BFirm assets
20 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 assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Reynders, Mcveigh Capital Management, LLCJan 2017 to now
  2. Brown Brothers Harriman & Co.Sep 2015 to Jan 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 1 state (MA).

Reynders, Mcveigh Capital Management, LLC

$4.2BAssets managed
749Clients
21Advisers
20 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
6558844
Firm CRD
137342
Advisor's SEC record (opens in a new tab)
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