James Mayer has been an investment adviser representative at FamilyWealth Asset Management since January 2021, and is not listed among the firm’s executive officers or direct owners.
Familywealth Asset Management is a Lake Mary, FL firm with $177M under management, 421 clients and 3 advisers across 4 offices, as of its March 2026 filing.
James Mayer’s longest registration is the current one, 5 years at FamilyWealth Asset Management since 2021.
- – present · 5 yearsMasfield, MA · Adviser representative · Firm CRD 147869
- FamilywealthAlso current– present · 5 yearsNorth Attleboro, MA · Adviser representative · Firm CRD 289193
Investment adviser representative registrations
James Mayer is registered as an investment adviser representative in Massachusetts, since January 2021.
- MassachusettsSince 26 January 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 December 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- James Arthur Mayer
- CRD
- 2261997
- Firm
- FamilyWealth Asset Management · CRD 147869
- Office
- 20 Cabot Blvd, Suite 300, Masfield, MA 02048
- Registration
- Investment adviser registration
- In the industry since
- January 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does James Mayer work?
James Mayer is an investment adviser representative registered through Familywealth Asset Management since January 2021, and is not listed among the firm’s executive officers or direct owners.
Is James Mayer a financial advisor?
Yes. James Mayer has a current investment-adviser registration in Massachusetts, through FamilyWealth Asset Management since January 2021.
How many years of experience does James Mayer have?
James Mayer has 5 years in the financial industry, since January 2021, across 2 adviser firms.
What exams has James Mayer passed?
James Mayer passed the Series 65 in December 2020.
Where is James Mayer based?
James Mayer’s registered office is in Masfield, MA.
Is James Mayer registered with FINRA?
No. James Mayer has no current broker registration.
How can I verify James Mayer’s record?
Search CRD 2261997 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Mayer’s full registration record.