James McCall has been Senior Vice President & Managing Director of Ipswich Investment Management since June 2021, is a control person of the firm and directly owns under 5% of it. James McCall holds a Bachelor's degree from Boston College and an MBA in Finance from Iona Graduate School of Business.
Ipswich Investment Management Company, Inc. is a Beverly, MA firm with $730M under management, 268 clients and 6 advisers in one office, as of its March 2026 filing.
James R. McCall is a Senior Vice President, Managing Director and Member of the Investment Committee of Ipswich Investment Management, based in Beverly, MA. Before joining the firm, he was President, CEO, and Founder of Lighthouse Asset Management. Previously, he was President and CIO of Keystone Investment Management Co. Early in his career he was a security analyst on Wall Street with Tucker Anthony & R.L. Day.
James McCall’s longest registration is the current one, 13 years at Ipswich Investment Management since 2013. Before joining Ipswich Investment Management in 2013, James McCall was registered through Lighthouse Asset Management.
- – present · 13 yearsBeverly, MA · Adviser representative · Firm CRD 106625
- Lighthouse Asset Management– · 7 yearsWest Newton, MA · Adviser representative · Firm CRD 130173
Professional designations
Listed by Ipswich Investment Management
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
James McCall is registered as an investment adviser representative in Massachusetts, since April 2013.
- MassachusettsSince 1 April 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 22 December 1994 |
| Series 65 | Uniform Investment Adviser Law Examination | 18 November 1994 |
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- James R McCall
- CRD
- 2557718
- Firm
- Ipswich Investment Management · CRD 106625
- Role
- Senior Vice President & Managing Director
- Office
- 138 CONANT STREET, SUITE 201, Beverly, MA 01915
- Registration
- Investment adviser registration
- In the industry since
- April 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ipswichinvestment.com
Where does James McCall work?
James McCall has been Senior Vice President & Managing Director of Ipswich Investment Management Company, Inc. since June 2021, and is a control person of the firm.
Is James McCall a financial advisor?
Yes. James McCall has a current investment-adviser registration in Massachusetts, through Ipswich Investment Management since April 2013.
How many years of experience does James McCall have?
James McCall has 21 years in the financial industry, since April 2005, across 2 adviser firms.
What exams has James McCall passed?
James McCall has passed 2 licensing exams: the Series 65 and Series 7. The earliest, the Series 65, was passed in November 1994.
Where did James McCall work before Ipswich Investment Management?
Before Ipswich Investment Management, James McCall was registered through Lighthouse Asset Management, April 2005 to March 2013.
Where is James McCall based?
James McCall’s registered office is in Beverly, MA.
Is James McCall registered with FINRA?
No. James McCall has no current broker registration.
Is James McCall a CFA charterholder?
Ipswich Investment Management lists James McCall with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
Source: James R. McCall, CFA biography, ipswichinvestment.com
How can I verify James McCall’s record?
Search CRD 2557718 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James McCall’s full registration record.
- Patricia BowlinSenior Vice President & Managing Director
- Alexander ColbyPresident, CEO & Managing Director
- Karen DuntonAssistant Vice President
- David MacDougallSenior Vice President, Managing Director & Chief Compliance Officer
- Janell PhillipsExecutive Vice President & Managing Director
- Albert TitcombExecutive Vice President & COO
- Eric JostromChairman & Chief Investment Officer
- Molly MorinVP & CFO