James Maher
Advisor at WJL Financial Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at WJL Financial Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Chatham, NJ
Credentials
Series 65
Industry experience
< 1 year
James Maher is a financial advisor at WJL Financial Advisors in Chatham, NJ. He holds a Series 65 designation and has prior experience at Columbia University and Renaissance Reinsurance US Inc. WJL Financial Advisors serves individuals, small businesses, charitable organizations, trusts, and estates with comprehensive financial planning, portfolio guidance, and tax services. The firm employs an academic-based investment approach focused on low-cost, passively managed funds and emphasizes client control over trade execution.
Based on WJL Financial Advisors
Initial Working Session fixed fee of $1,000
Insurance products recommended may generate commissions to the advisor
$250 per hour
Fee-only: Annual Advisory Services fee ranging from $1,500 to $10,000 per year; Hourly fee of $250 per hour; Tax preparation fee range $250 to $750 annually; Initial Working Session fixed fee of $1,000
Chatham, NJ
New Jersey
Columbia University
2016 - Present (10 years)
Renaissance Reinsurance US Inc
2015 - 2024 (9 years)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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