James Fernberger (CRD# 866552) is an Investment Advisor Representative working at William Blair & Company LLC in Wyncote, PA and has over 38 years of experience in the finance industry.
CRD# 1796733
Carnegie Wealth Management, LLC
CRD# 5732138
Great Valley Advisor Group, Inc.
CRD# 1261791
Janney Montgomery Scott LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| William Blair And Company LLC | Wyncote, PA | May 2024 - Current | < 1 |
| Raymond James & Associates, Inc. | Jenkintown, PA | Feb 2016 - May 2024 | 8 |
| Bank Of America, Na | Jenkintown, PA | Sep 2009 - Feb 2016 | 6 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York, NY | Mar 2006 - Feb 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1985 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2006 |
- PA
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Total Assets Under Management49,981MILLIONS
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Total Number of Accounts49,755ACCOUNTS
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Average Account Value$1,004,549
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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