James Merle Brunner
Investment adviser representative at Modera Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$17.7BFirm assets
15 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
Experience
12 years in the industry.
- Modera Wealth Management, LLCJan 2026 to now
- Empower Financial Services, IncOct 2025 to Dec 2025
- Northwestern Mutual Wealth Management CompanyOct 2022 to Oct 2025
- Northwestern Mutual Investment Services LLCMay 2022 to Oct 2025
- Northwestern Mutual Life Insurance CompanyMar 2022 to Oct 2025
- UnemployedDec 2021 to Mar 2022
- Ge Current LightingMar 2021 to Dec 2021
- Mission HospitalFeb 2014 to Feb 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
Modera Wealth Management, LLC
$17.7BAssets managed
6,308Clients
135Advisers
15 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
- 7512274
- Firm CRD
- 155649