Advisor at Ipswich Investment Management Company, Inc
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
Ipswich Investment Management Company, Inc
Location
Beverly, MA 01915
Credentials
CFA®, Series 65
Industry experience
20 years
James Mccall is a CFA® charterholder and holds a Series 65 license with 20 years of industry experience. He has been with Ipswich Investment Management Company, Inc. since 2012. Ipswich Investment Management provides discretionary portfolio management and advisory services to a range of clients including individuals, families, trusts, endowments, and pension and corporate accounts. The firm follows a long-term, low-turnover investment approach, emphasizing equities managed by skilled managers and high-quality fixed income, with portfolio allocations tailored to client objectives and tax considerations.
Based on Ipswich Investment Management Company, Inc
Fixed fees may be available for certain services in certain situations, subject to agreement
1% annually
138 Conant Street, Suite 201
Beverly, MA 01915
Massachusetts
Ipswich Investment Mgmt Co.
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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.
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.
Series 65
Arlington, MA
Aztec Capital LLC
Series 63, Series 65
Reading, MA
MS Financial Services, LLC
CFP®
Medford, MA
Hennessy Financial Services
CFP®, ChFC®, Series 66
Andover, MA
Zen Financial Planning, LLC
CFP®, Series 66
Manchester By The Sea, MA
Stonehaven Private Wealth Management LLC
CFP®, Series 63, Series 65
Danvers, MA
Butterworth Financial LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")