James Joseph Ahern
Investment adviser representative at Bison Wealth, LLC
13 yearsExperience
1 stateRegistered in
$2.7BFirm assets
7 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
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Bison Wealth, LLCJan 2025 to now
- Bison Wealth, LLC dba Serve and Protect FinancialJan 2023 to now
- Nassau County Police DepartmentApr 2018 to now
- Gladstone Wealth PartnersJun 2019 to Jan 2023
- LPL FinancialJun 2019 to Jan 2023
- Merrill LynchJun 2017 to Apr 2018
- Florida State UniversityAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (NY).
Bison Wealth, LLC
$2.7BAssets managed
9,003Clients
61Advisers
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
- 6822256
- Firm CRD
- 299805