Advisor at Glen Eagle Advisors, LLC
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.
Firm
Glen Eagle Advisors, LLC
Location
Kingston, NJ 08528-0399
Credentials
Series 63, Series 65
Industry experience
5 years
James Oboyle IV is a financial advisor at Glen Eagle Advisors, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at CBIZ Inc., EquityZen Securities LLC, and Wells Fargo Securities, LLC. Prior to his financial career, he served five years in the United States Marine Corps. Glen Eagle Advisors, LLC provides investment management and wealth-planning services to individual and institutional clients, including high net worth individuals and various business entities. The firm uses standardized asset-allocation models combined with fundamental and technical analysis, typically employing a buy-and-hold approach supplemented by rebalancing and stop-loss tools.
Based on Glen Eagle Advisors, LLC
$0 - $5,000,000: Not to Exceed 2.00% $5,000,000+: Not to Exceed 2.00%
Up to $250.00 per hour for financial planning and consulting services
Account minimum: $15,000
4422 C Route 27
Kingston, NJ 08528-0399
New Jersey
Glen Eagle Wealth, LLC
2024 - Present (2 years)
Glen Eagle Advisors, LLC
2024 - Present (2 years)
CBIZ Inc.
2023 - 2024 (1 year)
Unemployed
2022 - 2023 (1 year)
EquityZen Securites LLC
2021 - 2022 (1 year)
Equityzen Inc.
2021 - 2022 (1 year)
Wells Fargo Securities, LLC
2019 - 2021 (2 years)
Wells Fargo Securities, LLC
2019 - 2019 (1 year)
United States Marine Corps
2014 - 2019 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
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.
Series 63, Series 65
Princeton, NJ
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CFP®, CFA®
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Series 63, Series 65
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Series 65
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Parkview Capital Management
Series 63, Series 66
Princeton, NJ
Certified Wealth Management & Investment LLC
Series 63, Series 65
Princeton, NJ
Patton Hall, LLC
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